Utilities - Independent Power Producers · Utilities
Julien Dumoulin-Smith
Analyst
Bank of America Merrill Lynch
Analyst
Bank of America
Analyst
Jefferies
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About Julien Dumoulin-Smith
Julien Dumoulin-Smith is recorded as Analyst at Bank of America Merrill Lynch, Analyst at Bank of America and Analyst at Jefferies. Julien Dumoulin-Smith has spoken on 11 earnings calls across 9 companies, most recently for Targa Resources Corp. on August 6, 2026. Those appearances were for Talen Energy Corp (TLN), Ameren Corp (AEE), Targa Resources Corp. (TRGP), Southern Co (SO), Kinder Morgan, Inc. (KMI) and 4 other companies. The companies whose calls Julien Dumoulin-Smith spoke on are classified in the Utilities, Energy and Technology sectors.
Julien Dumoulin-Smith on recent calls
“Maybe following up on what's been discussed here a little bit, can you follow up on the plant cadence? Can you speak to what are the variables that can surprise the upside to this three-plant-per-year model, right?”
“And then Alabama, how do you think about this growth transposing itself, A, in terms of the process? How do you take this load growth and put it into rates? Again, I know you've got this rate C&P. I mean, in theory, that's how you bring on some of the new capacity, I take it, for the incremental three gigs.”
“Maybe just to pivot from the last two questions here. So on the approval for the almost $40 million of projects not yet in backlog, can you give color on those or what needs to happen for those to move into backlog?”
“So big update here with the five-year growth CapEx outlook, but hopefully you could dive into how you arrive at that number, maybe how you're risk adjusting that outlook for the uncommitted CapEx and how you characterize the texture, the geography within that uncommitted capital outlook.”
Affiliation history
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Bank of America Merrill Lynch
Analyst
Source not stated
Current -
Bank of America
Analyst
Source not stated
Current -
Jefferies
Analyst
Source not stated
Current
Company network
AEE
Utilities - Regulated Electric · Utilities
SO
Utilities - Regulated Electric · Utilities
Utilities - Regulated Electric · Utilities
Utilities - Regulated Gas · Utilities