GLIO Podcast Series
Miguel Stilwell, EDP Q&A with Simon Ong, ClearBridge Investments
Episode Summary
Listen to Simon Ong of ClearBridge Investments interviewing Miguel Stilwell, CEO of EDP, for the Global Listed Infrastructure Organisation (GLIO) CEO Interview series.
Episode Notes
What you'll learn:
- EDP history and background
- EUR 12bn strategic plan targets 2026 to 2028
- Why Portugal & Spain present great opportunities
- Why is Brazil attractive
- EDP's exposure to wholesale energy prices
- EDP's financing strategy and disconnects between the listed and private markets