Unhedged

Big energy getting bigger

Donnerstag, 4. Juni 2026 · 22 min

MP3

Shownotes

Atlantic coast power companies NextEra and Dominion have announced plans to merge, possibly creating a $420bn energy giant along much of the east coast. Is this a good idea? Today on the show, Robert Armstrong speaks with deal reporters James Fontanella-Khan and Oliver Barnes about how AI is creating a new energy landscape. Also they go long Brazil winning the World Cup and long gating private credit.

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Read a transcript of this episode on FT.com (ft.com/content/db53a3b3-2906-404a-8343-6c6fe0c…)
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