GLIO Podcast Series

Justin Brown, Southwest Gas Q&A with Chris DeNunzio, Cohen & Steers

Episode Summary

Listen to Chris DeNunzio of Cohen & Steers interviewing Justin Brown, CEO of Southwest Gas, for the Global Listed Infrastructure Organisation (GLIO) CEO Interview series.

Episode Notes

In this wide-ranging discussion, Chris and Justin covered:

• The company's transformation into one of the largest pure-play regulated natural gas utilities in the country, and the investment drivers behind industry leading EPS growth.
• The $6.3bn five-year capital plan and the 2028 Great Basin expansion — a fully subscribed FERC pipeline drawing demand well in excess of its design capacity.
• How data center and AI-driven power needs are impacting natural gas demand. 
• Regulatory modernization in Arizona and Nevada, including the move toward formula rates and the path to closing the earned ROE gap.
• The fortress balance sheet supporting Southwest Gas’ organic growth.