Heather Exner Perrault

What Heather Exner Perrault has said on podcasts

18 statements

1. on Electrification and AI build-outsNeutralOct 15, 2026· PenderFund

   Electrification and AI build-outs require substantial physical infrastructure.

   “any electrification build out, any AI build out, all those will be very physically intense”

   Listen at 3:47

   Open the episode · Pender Podcast: The Great Infrastructure Build-Out, Canada's Resource Moment
2. on Electricity-related commoditiesMixedOct 15, 2026· PenderFund

   Electricity-related commodities will experience major market movements in coming years.

   “everything related to electricity, so natural gas, uranium, iron, copper, all of those things I think are going to have a wild ride in the coming years”

   Listen at 7:09

   Open the episode · Pender Podcast: The Great Infrastructure Build-Out, Canada's Resource Moment
3. on Domestic supply chainsPositiveOct 15, 2026· PenderFund

   States will pay premiums to secure domestic supply chains.

   “states in general would like to have it domestically. If they can have something domestically, they will. They'll pay a premium.”

   Listen at 9:24

   Open the episode · Pender Podcast: The Great Infrastructure Build-Out, Canada's Resource Moment

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

• Oct 15, 2026Canada weighs a resource-led infrastructure revivalPenderFundOct 15, 2026Guest
• Oct 9, 2026AI borrowing tests America’s capital marketsWall Street WeekOct 9, 2026