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Power Plays: Navigating the Evolving Utilities Landscape
Jun 20, 2024
Andy DeVries, Head of Utilities at CreditSights, discusses data center demand on power markets, customer growth impact on utility bills, political risk, and the Inflation Reduction Act. They also touch on potential political changes, hybrid financing in utilities, and its impact on fixed income investment strategies.
27:46
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Quick takeaways
- Understanding customer growth dynamics is crucial for utilities' stability and bill increases.
- Hybrid financing in utilities impacts leverage, ratings, and offers profitable trading opportunities.
Deep dives
Overview of the Fixed Income Markets
Credit strategists analyze opportunities and risks in fixed income markets, focusing on single name selection despite macro factors. The utilities sector is discussed, emphasizing the importance of customer growth in maintaining stable bill increases. Specific utility companies like Duke and Southern are favored for their growth prospects.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode