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    Tanner James

    Research Analyst at Jefferies

    Tanner James is a Vice President of Power, Utilities & Clean Energy Research for North America at Jefferies, specializing in equity research focused on the utilities and clean energy sector. He is known for coverage of companies within the energy value chain, including prominent utilities and clean energy firms, and his research has contributed to actionable investment insights for institutional clients. Since joining Jefferies, he has built a strong reputation for sector knowledge and analytical rigor, following prior experience in similar research roles. Tanner James holds key industry credentials, including FINRA securities licenses, and is recognized for his deep industry expertise and disciplined analytical approach.

    Tanner James's questions to TRANSALTA (TAC) leadership

    Tanner James's questions to TRANSALTA (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.

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