Oliver Barnes
speaker
165 appearances
2 recordings
2 series
first heard Jun 2026
last heard 4 Jun
Oliver Barnes’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.
Appearances
But in essence, there are two elements to these businesses.
In their core, they're regulated utilities providing power to everyday Americans, businesses up and down Florida, up and down the Carolinas and Virginia.
But then there's another part to the business, which is the power generation element of it.
So if you look what's...
what's grown next era so much.
It's not just this core regulated utility part.
It's the fact that they operate in almost every U.S.
state as a power generator.
And they're a huge renewable energy generator.
They benefited a lot from Biden's Inflation Reduction Act agenda and Green Push.
And now, obviously, that's fallen by the wayside somewhat.
They have to pivot towards this other huge opportunity outside regulated utilities, which is data centers.
And there's also rules and don't get me too into specifics here, but there's also rules about how much of a company's revenue streams can come from regulated versus unregulated.
So in a way, it can't get too lopsided.
So part of actually the logic of this deal for Nextera is also they kind of.
rewrite that maths of like the balance of regulated versus unregulated.
I don't think that's quite how they'd want to frame it, but there's a truth to it, right?
And why I think this deal is so interesting is because in a way it strikes at the heart of that kind of duality, right?
NextEra is both a regulated utility that has to serve its everyday customers, right?
But then at the same time, it's seeing this huge potential opportunity
Showing 21–40 of 165 · page 2 of 9
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