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

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Data Centres and Beyond: WEC Energy powering regional US growth

5M ago 40:29

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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

54 afleveringen

#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 5M ago

Delen

MP3•Thuis aflevering

Inhoud geleverd door Magellan Asset Management. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Magellan Asset Management of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

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

54 afleveringen

#Trading #Business #Australia #Magellan Asset Management

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