Big energy getting bigger

Big energy getting bigger

From Unhedged by Financial Times & Pushkin Industries

June 4, 2026 · 22 min

About this episode

The episode discusses the merger of NextEra and Dominion and its implications for the energy sector.

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.  For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer . You can email Robert Armstrong and Katie Martin at unhedged@ft.com . Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

People in this episode

Host: Robert Armstrong

Guests: James Fontanella-Khan, Oliver Barnes

Topics covered

  • energy merger
  • AI in energy
  • Brazil World Cup
  • private credit
  • Atlantic coast power companies

Keywords

  • energy giant
  • merger
  • AI
  • Brazil World Cup
  • private credit

Mentioned in this episode

Organizations: NextEra, Dominion, FT.com, Unhedged

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