TransAlta Investor Day: CEO Transition, 2026 EBITDA View, and Growth Bets on Data Centers & Centralia

What: TransAlta Corporation held its Investor Day on March 28, 2026, to discuss CEO transition, 2026 EBITDA view, and growth bets on data centers & Centralia.
Why: The company aims to expand its data center business by **$1.5 billion** in investments and increase its presence in the Centralia coal mine.
Signal: TransAlta's CEO, John Kousinioris, emphasized the company's focus on growth, citing a **$3.5 billion** EBITDA target for 2026.
Target: The company is targeting a **20%** increase in EBITDA from its data center business by 2027.
Risk: TransAlta's growth plans are subject to regulatory risks, particularly in the data center segment, where the company must navigate evolving energy policies.