TransAlta Corporation
TransAlta Corp is an independent power producer based in Alberta, Canada. The company operates a diverse and growing fleet of electrical power generation assets in Canada, the United States, and Australia. The company has six reportable segments namely, Hydro, Wind & Solar, Energy Marketing, Gas, Energy Transition segment and Corporate Segment. The company generates the majority of its revenue from the gas segment.www.transalta.com
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Search complete. 18 mentions across 12 episodes found for "TransAlta Corporation".
Oct 8, 2026
Nat BullardHOST
Yeah.
Mary KippGUEST
We're trying to work with TransAlta to be the offtaker while they convert a plant called Centralia, which is a coal plant-
Nat BullardHOST
Mm-hmm
Mary KippGUEST
... to a gas plant.
speaker_1HOST
The Bonneville Power Administration released a settlement proposal aimed at resuming processing of transmission service requests after a pause that has lasted for more than a year.
speaker_0HOST
FERC rejects TransAlta's cost recovery request for Centralia coal plant.
speaker_0HOST
FERC rejected TransAlta's proposal for recovering costs related to DOE orders to keep the coal-fired Centralia power plant in Washington state open past its planned retirement date.
speaker_1HOST
ISONI outlines 2027 annual work plan.
speaker_1HOST
Capacity auction reforms, large load rules, transmission planning and establishing a new dynamic operating reserve product will make up much of ISONI's workload in 2027.
Dennis MitchellGUEST
And so Alberta is really trying to turn themselves into a data center hub.
Dennis MitchellGUEST
They've got significant excess power and they've got a lot of companies that have sort of uncontracted power like Capital Power and TransAlta who can provide that to data center developers.
Dennis MitchellGUEST
So on paper, that looks like a great idea.
Dennis MitchellGUEST
But in the short term, companies like Capital Power are exposed to a market that's oversupplied.
Dennis MitchellGUEST
You want to be a buyer of this name into 2027, 2028, as you get more announcements of data centers.
Dennis MitchellGUEST
It's sort of the narrative around moratoriums dies down.
Dennis MitchellGUEST
The names like Capital Power and TransAlta will probably start to work in that environment.
Marella FernandezHOST
Okay, that was from Michael.
MichaelGUEST
Momentum is turning higher with their price holding above that breakout level and, uh, supporting a retest of the twenty-twenty five high and, uh, your forty-week upper band near twenty-four dollars and fifty cents.
MichaelGUEST
Then our next, uh, pick is, uh, TransAlta as a tactical overweight.
MichaelGUEST
So TransAlta is stabilizing along a well-defined, uh, support zone there after its previous decline.
MichaelGUEST
Momentum is beginning to diverge positively from price, and, uh, share price is, is developing a bit of a rounded bottom here, which is a potential sign of, uh, accumulation and fading, uh, selling pressure.
MichaelGUEST
So our price objective is, uh, marked at seventeen dollars eighty cents, which is that two hundred dol- uh, day resistance level.
MichaelGUEST
Breadth has deteriorated sharply, so we would be looking at a trough for that to, to mark, uh, a bit more opportunity.
MichaelGUEST
And then, uh, leadership is concentrated in all your mega caps.
MichaelGUEST
Against that backtr- backdrop, our strong chart ideas are Northland Power, TransAlta and Shop, and then, uh, our weaker ones are RCIB, DFY and Onex.
speaker_1NARRATOR
FERC approves $425,000 in NERC penalties.
speaker_1NARRATOR
FERC approved penalties against TransAlta, NLPC, and PEPCO for violations of NERC reliability standards.
speaker_0HOST
IESO proposes new capacity accreditation method for future procurements.
speaker_0HOST
IESO is recommending marginal reliability impact as its method for accrediting capacity in future procurements, moving away from its current reliance on unforced capacity.
Moritz SeibertHOST
But before we really get into the deep weeds, here are a few fun facts and quick facts about Corey.
Moritz SeibertHOST
He's got an MBA from the University of Calgary, started his career at TransAlta, a Calgary-based utility and wholesale power marketing company.
Moritz SeibertHOST
He then moved to a power trading hedge fund in Houston before starting GBE in 2013.
Moritz SeibertHOST
He is, I find that very interesting, a lifelong athlete who played professional volleyball in my home country's Germany Second Bundesliga, and he has run a marathon in under two hours and 55 minutes.
16 MINS LATER
Cory PaddockGUEST
But, uh-- And that's actually where I learned and how I learned the business in the first place-
Moritz SeibertHOST
Mm.
Cory PaddockGUEST
... uh, kinda going back to my time in TransAlta where, um, you know, doing shift work twenty-four seven, three sixty-five, and at that point, um, scheduling physical power between, um, the different interconnected regions.
Cory PaddockGUEST
And so that market still is happening, um, kind of nonstop.
Jamie HeardGUEST
So grid power is kind of spoken for.
Jamie HeardGUEST
There's a couple projects in Alberta that are gonna be likely FID'd in the next six months that will take the available grid power, so Greenlight will be the first one, we think, and then, uh, the Key Hills project that TransAlta is advancing will be the second.
Jamie HeardGUEST
Then after that it'll be behind fence, and that next phase is, well, how do you do behind fence? And it's been fascinating to see the power market evolve.
Jamie HeardGUEST
The big power builders were burned 20 years ago, and they remember.
Scott BryceHOST
That's terrific, Michael.
Scott BryceHOST
I would add to that as well that Dawn Farrell in the Major Projects Office, that office set up and led by her from its inception, Don Farrell in that role after having led TransAlta, but more recently taken on the public service of getting TMX done.
Scott BryceHOST
She knows chapter and verse, every regulatory hurdle at probably all levels of government.
Scott BryceHOST
And the importance of social license.
Paige BrowningHOST
Staying with the environment beat, state officials are taking public comment on a plan to convert an old power plant from coal to natural gas.
Paige BrowningHOST
The TransAlta plant in Centralia was shuttered in December, and since then, the Trump administration has ordered the coal-burning plant to stay open.
Paige BrowningHOST
The Washington Department of Ecology supports a transition to gas while environmental groups are fighting it.
Paige BrowningHOST
Caitlin Cren is with Washington Conservation Action.
Caitlin CrenSOUNDBITE_SPEAKER
Action.When federal government's basically doing everything it can to reverse climate policy at the federal level, we can't be fast-tracking basically the first new fossil fuel power plants in decades in our state.
Caitlin CrenSOUNDBITE_SPEAKER
Let's look at this closely and carefully.
Paige BrowningHOST
The Trump administration has ordered the TransAlta plant to stay open four times since December, claiming there's an emergency need for the power it can produce.
Paige BrowningHOST
The public comment period on the gas conversion ends today.
DavidHOST
Carney also has shares in BlackRock, which owns shares in ATCO.
DavidHOST
Dawn Ferrell did this TransAlta deal with Brookfield.
DavidHOST
Brookfield nominated these two guys to sit on the board with Dawn Ferrell.
DavidHOST
Then Mark Carney brings her in, so obviously these guys vetted her.
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