Alexander Calvert

We have seen data centers pull out of other states despite signing ESAs. So at what point does this move the needle for you?

Can you just walk us through what is driving the delta between the two?

is there any potential for that growth to begin ramping sooner?

other opportunities around asset recycling? Or should we assume equity and equity-like instruments going forward?

is that already assumed in the 20 gigawatts of uncommitted load? Or is that incremental?

do you see this level of growth continuing at this pace for the remainder of the year?

if you were to go ahead with building sort of incremental generation, can you maybe provide some sort of sensitivity around the CapEx opportunity there and just maybe any sense on possible timing

I think the revisions from the commission saw the threshold move down to a lower level, maybe 100 megawatts if I'm recalling correctly. Curious if that captures more load than you were expecting

Could you speak a little bit more to the data points that are sort of emerging along the way here? How you see conversations trending overall in the state

Are you seeing additional interest from other hyperscaler customers in the state -- and just to add on, there's been obviously a lot of local opposition in some parts of the state