Julian James
Investment grade fixed income utilities analyst with expertise in regulatory frameworks, utility finance, and risks such as wildfire and data center-driven demand.
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Feb 24, 2026 • 21min
Regulation dictates opportunity in US utilities
Julian James, an investment grade utilities analyst specializing in regulation, finance and risk, walks through how regulatory frameworks shape utility credit quality. He covers assessing state regulators, AI/data center-driven demand and transmission needs. Topics also include financing the capex wave, wildfire risk and where investors can find value in utilities.
