Tanner James's questions to TransAlta Corp (TAC) leadership • Q2 2025
Question
Tanner James, on for Julien Dumoulin-Smith from Jefferies, asked if the counterparties for Phase 2 data center discussions were the same as Phase 1 and requested an update on the Centralia site opportunity and its timeline.
Answer
President and CEO John Kousinioris confirmed that discussions for both Phase 1 and subsequent phases are with a singular customer. Regarding Centralia, he detailed the plan to convert the facility to natural gas for a single customer under a long-term agreement. He also highlighted the site's potential for additional renewable or storage development given its strategic location and infrastructure.