Earnings PerformanceThe Q1 results were in line with expectations, with an adjusted EPS slightly above consensus, driven by greater performance in ATCO Energy Systems.
Financial StrategyThe equity funding needs for future projects could be managed through Indigenous partnerships, debt, and hybrids, reducing the reliance on common equity.
Project ViabilityCanadian Utilities assured the market that the $2.8B Yellowhead project remains viable despite the announced delay in Dow's Path2Zero project.