Constantine Lednev

Great quarter, given we are a quarter short of the year, do you anticipate to be in the top end of guidance?

is there kind of a level of interest that you would highlight in more immediate term versus long term

how do you feel about the pace of the claim submissions? And is there a way to frame maybe a time line where you can get to a point of visibility?

Is there anything that you see that's actionable or practical? And does this suggested distributed solution kind of work for driving down costs?

Do you see customers agnostic to the resource mix? Or is there still a push for some renewable components

Is that directly associated with some of the more visible load in the current pipeline, you anticipate any incremental CapEx needs

Do you see any opportunity to potentially guide on the longer-term EPS growth outlook beyond 2030

do the changes in ROE move the needle on affordability, or is there just a general recognition that the pressure is coming from the supply-demand that is really outside the state?

What could we see in terms of your participation in the RBA from both the power side and as the EDC? Any concerns around capacity cost allocation for your zone?

do things like the capacity price cap extension provide any additional upsides on the power side versus the 6% to 8% plan?

The preference for Vistra is still kind of the hybrid solution, so mix of new plus existing capacity for this sort of deal

Should long-term contracting still focus on the new build cost, kind of in that $90 range, or is there room for clean premium

I just wanted to get your view on Texas data center audits, potential delays, Batch Zero

Do you anticipate the FERC PJM colocation rules to kind of start opening up more opportunities to do repeat deals

Does that shift any of the expectations? And are you thinking of any offsets around '26