Data Centres And Beyond: WEC Energy Powering Regional US Growth MAGELLAN - In The Know podcast

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Trading Business Australia Magellan Asset Management

Innhold levert av Magellan Asset Management. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Magellan Asset Management eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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Data Centres and Beyond: WEC Energy powering regional US growth

2M ago 40:29

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Innhold levert av Magellan Asset Management. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Magellan Asset Management eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

US utilities are on the verge of a significant growth super cycle, fuelled by the expansion of data centres and a revival in manufacturing and supply chain, all underpinned by the continuous push for net-zero emissions.

The I-94 corridor within the WEC Energy Group service territory is just a microcosm of what is currently unfolding across the US. The corridor has rapidly become a hotbed for economic growth. Microsoft has established a presence in the corridor with the construction of a substantial data centre, as well as other major global consumer brands, pharmaceutical and technology companies. WEC Energy, one of the largest investor-owned utilities in the US, is one of many well-placed to benefit from these megatrends, thereby creating low risk long term value for its investors.

In this episode, Magellan Portfolio Manager Jowell Amores is joined by Gale Klappa, Chairman of WEC Energy, and Jim Paetsch, Executive Director of a regional development agency in the Midwest discussing this underappreciated investment opportunity.

… continue reading

52 episoder

#Trading #Business #Australia #Magellan Asset Management

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Data Centres and Beyond: WEC Energy powering regional US growth

MAGELLAN - In The Know

23 subscribers

published 2M ago

Del

MP3•Episoder hjem

Innhold levert av Magellan Asset Management. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Magellan Asset Management eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

US utilities are on the verge of a significant growth super cycle, fuelled by the expansion of data centres and a revival in manufacturing and supply chain, all underpinned by the continuous push for net-zero emissions.

The I-94 corridor within the WEC Energy Group service territory is just a microcosm of what is currently unfolding across the US. The corridor has rapidly become a hotbed for economic growth. Microsoft has established a presence in the corridor with the construction of a substantial data centre, as well as other major global consumer brands, pharmaceutical and technology companies. WEC Energy, one of the largest investor-owned utilities in the US, is one of many well-placed to benefit from these megatrends, thereby creating low risk long term value for its investors.

In this episode, Magellan Portfolio Manager Jowell Amores is joined by Gale Klappa, Chairman of WEC Energy, and Jim Paetsch, Executive Director of a regional development agency in the Midwest discussing this underappreciated investment opportunity.

… continue reading

52 episoder

#Trading #Business #Australia #Magellan Asset Management

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