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    Rob Hope • Scotiabank

    Rob Hope's questions to Enbridge Inc (ENB) leadership

    Rob Hope's questions to Enbridge Inc (ENB) leadership • Q2 2025

    Question

    Rob Hope from Scotiabank inquired about the contractual frameworks for data center customers and whether the company's focus is shifting to post-2027 projects as the near-term investment capacity fills up.

    Answer

    President & CEO Gregory Ebel emphasized a preference for highly-rated counterparties like major utilities and tech giants, requiring strong credit support from smaller players. EVP & CFO Patrick Murray confirmed that while near-term years like 2025-2026 are filling up, the focus is now on securing high-return projects for the latter half of the decade to extend the growth outlook.

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    Rob Hope's questions to Enbridge Inc (ENB) leadership • Q4 2024

    Question

    Rob Hope from Scotiabank asked for an update on the larger capital plan for the T-North system in British Columbia and inquired about the integration of the new U.S. gas utilities and the emergence of larger-scale projects.

    Answer

    EVP, Gas Transmission Cynthia Hansen confirmed positive momentum on the T-North system, supported by the B.C. government and driven by LNG export demand. EVP, Gas Distribution Michele Harradence reported that the U.S. utility integration is proceeding well, with growth meeting expectations and a significant tailwind from power generation demand for data centers. CEO Greg Ebel added that the combined utilities have a ~$3 billion annual capital plan with a mix of large and small projects.

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    Rob Hope's questions to AltaGas Ltd (ATGFF) leadership

    Rob Hope's questions to AltaGas Ltd (ATGFF) leadership • Q2 2024

    Question

    Rob Hope questioned the path forward for the advanced replacement program (ARP) in Washington D.C. following a recent regulatory setback. He also asked how AltaGas is balancing balance sheet improvement against optimizing the timing of asset sales for Blythe and MVP.

    Answer

    President of Utilities Donald Jenkins explained that the company will refile its D.C. modernization program application by September and expects an order in early 2025, ensuring program continuity. EVP and CFO D. James Harbilas stated that while Blythe's retention value is currently high, the company has actively kicked off the monetization process for its now-operational MVP asset to accelerate deleveraging.

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