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Analyst
Elias Jossen
Period: Reporting periods mapped to calendar 2025 Q3 – 2026 Q1 (3 quarters).
- Questions
- 7on tracked calls
- Challenge rate
- 0%none of 7 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 3with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 7 of 7 questions from 2 companies
NINiSource5 questions · 3 reporting periods · 0 of 5 challenging
Calendar 2026 Q1
is there a resource priority list to execute that speed to market? And more broadly, do you have an update on where you are in terms of land and equipment acquired
Show response
Michael confirmed no single asset priority, deploys CCGTs, batteries, contracted generation, and market capabilities. Must meet reliability, MISO accreditation, and IURC requirements. Regulatory timeline: Amazon settlement expected June, expedited 90-120 day process for subsequent contracts.
Calendar 2025 Q4
can you remind us if the high end of the Genco range reflects the full upper bound of Amazon's ramp? Or is that a more conservative scenario?
Show response
Shawn explained range driven by financing costs and construction timelines. Faster construction = lower financing costs = higher in range. Incremental customers or timeline changes represent upside. Evaluating optimization scenarios.
Can you remind us where we are on House Bill 10 o two and, you know, frame potential impact of that legislation
Show response
Lloyd outlined HB 1002 four components: multiyear rate plans, performance-based elements, mandatory budget billing, low-income funding. Session ends March 15. Three new IURC commissioners expected to be balanced; NiSource familiar with all three.
Calendar 2025 Q3
can you expand a little bit about that, just what types of protections are in these contracts
Show response
Michael confirmed protections addressing multiple risk factors including cost-sharing provisions and termination protections. Maintained NIPSCO financial integrity as fundamental pillar. Limited specifics due to confidentiality.
Just wanted to start on kind of the learnings and business expertise gained in the first data center contracting announcement
Show response
Michael described the deal as creating a strategic platform for growth. Doubling system load from 2,400MW to building 3,000MW of generation. Blueprint established across regulatory, EPC, and equipment dimensions.
ATOAtmos Energy2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q4
shifting to the Mississippi rate case outcome and kind of the process going forward. How do you adjust your plan for outcomes in that jurisdiction going forward?
Show response
CEO confirmed no plan adjustment from Mississippi outcome. CFO added they filed a public notice of intent to appeal to the State Supreme Court, are pursuing deferral mechanisms in the new tariff, and noted Mississippi is roughly 5% of business.
I wanted to start on the special election that was just recently happened in Texas. There was a Democrat seat, I believe, that flipped. Is there any impact overall?
Show response
CEO dismissed political party concerns, emphasizing Atmos Energy's apolitical approach and 43-year track record of working across all political affiliations.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| NI NiSource | 5 | 0%none of 5 questions |
| ATO Atmos Energy | 2 | —Rate withheld: fewer than 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
| 2025 Q4 | 4 | 0%none of 4 questions | 2 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q44 questions · challenge rate 0% (none of 4 questions) · 2 companies
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Regulation Policy4
- Capex Investment2
- Demand2
- Supply Chain1
- Revenue Growth1
- Capital Allocation1