Andy DeVries

Andy DeVries, co-head of investment grade credit and head of utilities and power at CreditSights, is a utilities specialist who scrutinizes infrastructure math. He challenges the big data-center demand narrative. He compares firm utility commitments with projected load and examines collateral signals, forward power curves, transmission limits, and who pays if capacity is overbuilt.

Andy DeVries, Head of Utilities at CreditSights, discusses data center demand on power markets, customer growth impact on utility bills, political risk, and the Inflation Reduction Act. They also touch on potential political changes, hybrid financing in utilities, and its impact on fixed income investment strategies.