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Anthony Ayano

Anthony Ayano

Global Head of Power, Utilities & Infrastructure at RBC Capital Markets; investment banking expert in energy transition with 25+ years experience.

Jun 16, 2026

5:36
But I'd be curious to understand where you see the strongest investment momentum
5:41
One is on the data center side, the speed to market is a huge driver, which is why we're seeing some of these bring your own generation plays, behind the meter plays, where people are even, they're building renewables, directly supplying load, they're building reciprocating engines with... gas turbines and storage to meet load, et cetera, we need to continue to make this investment going forward.
6:07
Part of the issue here is that people are blaming data centers for everything, but what's really happened is we haven't built any generation other than renewables.
6:17
The power's become more intermittent.
6:19
We've shut down coal plants.
6:20
We've shut down nuclear plants.
6:22
Luckily, we've stopped that trend, and we haven't really been building any new base load.

6 MINS LATER

12:46
are you seeing in your markets in terms of the mix of private infrastructure equity, private credit, structured capital, project finance?
5:32
But I'd be curious to understand where you see the strongest investment momentum
5:38
One is on the data center side, the speed to market is a huge driver, which is why we're seeing some of these bring your own generation plays, behind the meter plays, where people are even building renewables, directly supplying load.
5:53
They're building reciprocating engines with gas turbines and storage to meet load, etc., We need to continue to make this investment going forward.
6:03
Part of the issue here is that people are blaming data centers for everything, but what's really happened is we haven't built any generation other than renewables.
6:13
The power has become more intermittent.
6:15
We've shut down coal plants.
6:17
We've shut down nuclear plants.

6 MINS LATER

12:39
How are clients funding this next wave of investment? What are you seeing in your markets in terms of the mix of private infrastructure equity, private credit, structured capital, project finance?

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