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    Elias Jossen

    Research Analyst at JPMorgan Chase & Co.

    Elias Jossen is a Research Analyst at JPMorgan Chase & Co. specializing in coverage of the energy sector, notably covering companies such as AltaGas and contributing to industry earnings call analyses. His track record includes asking targeted earnings call questions and publishing research notes, with performance metrics tracked publicly; however, available sources do not cite precise rank or average returns. Jossen began his analyst role at JPMorgan and has built his career exclusively at the firm, with no prior firm affiliations identified. He holds FINRA registration as a broker with CRD number 6499792, underscoring his professional credentials and regulatory compliance.

    Elias Jossen's questions to AltaGas (ATGFF) leadership

    Elias Jossen's questions to AltaGas (ATGFF) leadership • Q1 2025

    Question

    Elias Jossen from JPMorgan Chase & Co. inquired about how data center commercialization opportunities could affect the growth outlook for the Utilities segment. He also asked for an update on the Trigon litigation, including its potential impact on the business and expected timeline.

    Answer

    President of Utilities, Blue Jenkins, noted ongoing conversations for medium-sized data centers and plans for shorter-term recovery contracts. President and CEO Vern Yu added that data center projects could potentially increase the Utilities' rate base CAGR from 8% to around 9%. Regarding the litigation, Yu stated that AltaGas has exclusive rights to develop bulk liquid exports at Ridley Island, which it will defend vigorously, and that the port authority was in court seeking a summary dismissal of Trigon's lawsuit.

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    Elias Jossen's questions to AltaGas (ATGFF) leadership • Q1 2025

    Question

    Elias Jossen, on behalf of Jeremy Tonet at JPMorgan Chase & Co., asked about the commercialization opportunities from data centers within AltaGas's footprint and their potential impact on the Utilities segment's outlook. He also inquired about the expected impact and timeline related to the ongoing Trigon litigation.

    Answer

    Blue Jenkins, President of Utilities, noted ongoing conversations for medium-sized data centers, with rate-based CapEx potentially recovered over shorter 5-10 year contracts. CEO Vern Yu added that success in this area could increase the utility rate base CAGR from 8% to approximately 9%. Regarding the litigation, Yu stated that AltaGas has exclusive rights for bulk liquid exports at Ridley Island, which the company will vigorously defend, and noted a hearing for summary dismissal was underway.

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    Elias Jossen's questions to AltaGas (ATGFF) leadership • Q1 2025

    Question

    Elias Jossen of JPMorgan Chase & Co. questioned how data center opportunities might impact the Utilities segment's outlook and asked for an update on the Trigon litigation, including its potential impact and timeline.

    Answer

    Blue Jenkins, President of Utilities, noted that data center projects are being pursued and could involve faster cost recovery contracts. President and CEO Vern Yu added that success in this area could increase the utility rate base CAGR from 8% to approximately 9%. Regarding the litigation, Mr. Yu affirmed that AltaGas has exclusive rights to develop bulk liquid exports at Ridley Island, a right they will vigorously defend, noting the significant time and capital already invested.

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    Elias Jossen's questions to AltaGas (ATGFF) leadership • Q1 2025

    Question

    Elias Jossen, on behalf of Jeremy Tonet from JPMorgan Chase & Co., asked how data center opportunities might impact the outlook for the Utilities segment. He also inquired about the potential impact and timeline of the ongoing Trigon litigation.

    Answer

    Blue Jenkins, President of Utilities, confirmed ongoing data center discussions, with CapEx being rate-based and potentially recovered over shorter contract terms. President and CEO Vern Yu added that successfully adding a few data centers could increase the utility rate base CAGR from 8% to approximately 9%. Regarding the litigation, Mr. Yu stated that AltaGas and the Port Authority will vigorously defend their exclusive rights to develop bulk liquid exports at Ridley Island, which are critical for recovering significant upfront investment.

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