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Unhedged

Big energy getting bigger

6/4/202622 min

Atlantic coast power companies NextEra and Dominion have announced plans to merge, possibly creating a $420bn energy giant along much of the east coast. Is this a good idea? Today on the show, Robert Armstrong speaks with deal reporters James Fontanella-Khan and Oliver Barnes about how AI is creating a new energy landscape. Also they go long Brazil winning the World Cup and long gating private credit. 

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You can email Robert Armstrong and Katie Martin at unhedged@ft.com.

Read a transcript of this episode on FT.com

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Clips

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Life In Data-Center Alley
AI’s Hidden Hardware Tsunami

Transcript preview

First 90 seconds

  1. Robert Armstrong· Host0:00

    [gentle music] Pushkin. The AI boom runs on two things, money and electricity, and as it turns out, electricity runs on money too. Today on the show, the huge NextEra-Dominion deal, deal-making and AI, electricity and money, and everything else. [upbeat music] I'm Rob Armstrong, and this is Unhedged, the markets and finance podcast from the Financial Times and Pushkin. I am joined on the show today by two fan favorites and show regulars, James Fontanella-Khan and Oliver "Bad News" Barnes. Gentlemen, welcome back to the show. [laughs] Um, now, now is the part of the show where I get your titles wrong.

  2. James Fontanella-Khan· Panelist0:55

    Go for it.

  3. Robert Armstrong· Host0:56

    So Oliver, you are the US deals impresario, I believe is our, your term.

  4. Oliver Barnes· Panelist1:02

    Correct.

  5. Robert Armstrong· Host1:03

    Okay.

  6. Oliver Barnes· Panelist1:03

    [laughs] Yeah.

  7. Robert Armstrong· Host1:04

    And you are grand high priest JFK- Of deals ... of all finance. [laughs] Is that right?

  8. James Fontanella-Khan· Panelist1:11

    Yeah.

  9. Oliver Barnes· Panelist1:11

    Bien sur.

  10. Robert Armstrong· Host1:12

    Actually, you should say your real titles.

  11. Oliver Barnes· Panelist1:13

    Um. [laughs] [laughs] I'm US finance- I said we got really serious. [laughs] US finance editor. And I am the US deals correspondent. The atmosphere in here is electric.

  12. James Fontanella-Khan· Panelist1:25

    Yeah.

  13. Robert Armstrong· Host1:25

    [laughs] Let's start by just there's been a

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