In Conversation with SWS
Join us as we go beyond the numbers and spreadsheets, introducing you to the visionaries who are pushing boundaries within the industry. Through in-depth interviews, we learn from the trailblazers themselves—thought leaders, influential figures, economists and more—who share their stories, strategies, and invaluable insights. In Conversation with SWS is your go-to resource for staying informed, gaining inspiration, and unlocking the secrets of success in this ever-changing landscape. Tune in to join us on this captivating journey.
In Conversation with SWS
Utilities Unplugged: A Deep Dive Into the Clean Energy Transition
In today’s episode of In Conversation with SWS, we sit down with three SWS energy and utility specialists and take a deep dive into the impact of the clean energy transition on utilities. The team covers the implications of recent SWS research findings on the capital markets and the outlook for M&A in the utility sector. The trio also discusses the ways in which AI could accelerate the clean energy transition, necessary steps in building up electricity resources, EV adoption, and more!
Our Speakers:
Eloner Habtezghi, Managing Director, Strategic Advisory
David Finkelstein, Co-Head Corporate Finance
Chris Ellinghaus, DOR and Senior Equity Research Analyst, Utilities and Alternative Energy
Key Time Markers:
0:02:51 – Utility infrastructure required for the transition
0:08:18 – Implications of AI and data centers
0:19:32 – Did you say $10 trillion dollars? Will there be rate pressure?
0:24:03 – Can the capital markets absorb all this new issuance?
0:29:13 – The M&A outlook
0:35:26 – Politics
Read more about our Utility Conference: https://www.siebertwilliams.com/post/sws-hosts-successful-utility-conference
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