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    Jessica Hoyle • Scotiabank

    Jessica Hoyle's questions to Algonquin Power & Utilities Corp (AQN) leadership

    Jessica Hoyle's questions to Algonquin Power & Utilities Corp (AQN) leadership • Q2 2025

    Question

    Jessica Hoyle of Scotiabank, on for Robert Hope, inquired about the progress on plans to reduce costs and increase efficiencies within the utility platform and asked for an update on the potential monetization of the company's hydro assets.

    Answer

    CEO Rod West described the efficiency efforts as being in the "early innings," emphasizing that cost discipline is a core focus and the company's financial outlook reflects its cost posture. Interim CFO Brian Chin responded to the hydro asset question, stating there were no updates and the company's position remains consistent with what was articulated during the Q1 call and the three-year outlook announcement.

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    Jessica Hoyle's questions to South Bow Corp (SOBO) leadership

    Jessica Hoyle's questions to South Bow Corp (SOBO) leadership • Q2 2025

    Question

    Jessica Hoyle of Scotiabank, on behalf of Robert Hope, asked how South Bow envisions uncommitted barrels returning to its system given competing pipeline capacity, and requested an update on initiatives to add contracts to the southern end of the Keystone system.

    Answer

    President and CEO Bevin Wirzba explained that while 2025 spot demand is expected to be low, South Bow's route to the Gulf Coast remains highly competitive for future volumes. SVP & COO Richard Prior added that the company continues to successfully run open seasons on the southern Marketlink segment, noting that volumes in Q2 were higher than in Q1.

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    Jessica Hoyle's questions to Brookfield Renewable Corp (BEPC) leadership

    Jessica Hoyle's questions to Brookfield Renewable Corp (BEPC) leadership • Q2 2025

    Question

    Jessica Hoyle of Scotiabank inquired about how discussions with tech companies have evolved in recent months given their increasing capital expenditures. She also asked if recent changes in U.S. tax credits have altered the M&A market for renewable developers.

    Answer

    CEO Connor Teskey stated that the most notable change in discussions with tech companies is the move toward broader, more integrated relationships that span multiple technologies, as power procurement is now a critical bottleneck for their growth. Regarding M&A, he noted that the U.S. market has been 'a little bit subdued' due to policy uncertainty. However, he expects a 'very significant increase' in M&A activity over the next twelve months as existing platforms will need capital to fund growth, creating a large pipeline of opportunities for Brookfield.

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    Jessica Hoyle's questions to Brookfield Renewable Partners LP (BEP) leadership

    Jessica Hoyle's questions to Brookfield Renewable Partners LP (BEP) leadership • Q2 2025

    Question

    Jessica Hoyle inquired how discussions with tech companies have changed recently given their rising CapEx, and whether U.S. tax credit uncertainty has altered the M&A market for renewable developers.

    Answer

    CEO Connor Teskey noted two key changes in tech company discussions: a growing appetite for technologies beyond wind and solar (like hydro and nuclear) and a strong preference for broad, integrated partnerships with capable counterparties to de-risk their growth. Regarding M&A, he stated that while activity has been subdued due to regulatory uncertainty, he expects a 'very significant increase' in the next twelve months as capital-constrained developers will need partners to fund growth driven by massive power demand.

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    Jessica Hoyle's questions to TC Energy Corp (TRP) leadership

    Jessica Hoyle's questions to TC Energy Corp (TRP) leadership • Q4 2024

    Question

    Jessica Hoyle asked about the path forward for the Ontario Pumped Storage Project following government support and inquired about the company's strategy for serving the next wave of LNG development.

    Answer

    President and CEO Francois Poirier explained the government funding is for pre-development work on the Ontario Pumped Storage project, with a potential FID in 2028, contingent on securing a cost-of-service regulatory model. EVP & COO of Natural Gas Pipelines Tina Faraca and retiring executive Stanley Chapman detailed LNG opportunities, highlighting the East Lateral XPress project in the U.S. Gulf Coast and ongoing work to support a potential Phase 2 of the LNG Canada project via the CGL pipeline.

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