In short: Listed ("your TransCanada") among the integrated strategics whose storage is captive to the parent — the reason Rockpoint is the only pure-play way to own the asset class. Its NGTL system is also cited as the curtailment risk Rockpoint's portfolio and contract language insulate customers from. Peer reference.
3:42These are companies that love their storage, right? Your Williams, your Kinder Morgans, your TransCanada, your Enbridges. And so while we're the largest independent, we do offer now that we're public, since October, the introduction to investors to be able to participate in a pure-play storage opportunity.
In short: Named by the host as the more gas-weighted peer vs Enbridge's diversified model, in the context of how Enbridge grows its backlog by acquisition. Peer reference, not a stance.
39:12now which is more exposure on the gas side. Do you think about doing deals, size and scale? What area of the market would you want to bulk up on?
39:21Yeah, we've I mean we did a pretty big 14 billion US acquisition in 23-24
In short: Previously owned; the parent that spun off South Bow. Referenced re: the spin history and the broader pipeline-funding discussion.
38:08owned TC and when they spun that out, we really like South Bow. I think the question at the time was it was spun out with a little bit higher debt levels
38:16than I think would have been ideal and the question is you don't have a lot of embedded growth or they didn't at the time but again, what makes South Bow unique
In short: CEO Francois Poirier's "the world is calling" plea framed the Canada-energy discussion — Dreyfus is optimistic executives making the case now will get things done over the next ~2 years.
TC Energy is a major Canadian pipeline company. Its CEO's public plea that "the world is calling" — urging Canada to step up as an energy supplier — framed the whole Canada discussion. Dreyfus is optimistic that executives making this case now will get real projects done over the next couple of years.
22:46is calling." The urgency is only growing as energy supply is disrupted around the world. But the world is asking. The world is asking, can Canada deliver? — [clears throat] — With all this momentum, Canada has still fallen behind. Francois Poirier speaking saying the world is calling and they don't know is Canada going to answer that call.
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