Michael Sullivan

Can you give us a sense of how much lag you're seeing in Ohio today and then what that can move to in a 3-year forward test year world?

any more detail you can give us on the PPAs that you signed in the quarter, whether it be location or resource type?

any further evolution in your thoughts in terms of new gas plant build for data centers have conversations progressed there at all?

Wanted to just ask on where we stand on the longer-term asset sale target. Are you still shooting for that 3.5 billion? Where are we against that?

Do you all have any view on kind of when this starts to take shape in the Reconciliation Bill? Feels like things starting to come to a head a little bit

on just interest rates. I think you have a couple of parent maturities coming up. Should we think of those as derisked from a sensitivity standpoint, or what are you embedding there in terms of refi

Any chance we can get that on an EBITDA basis? Just trying to think about when you had the Analyst Day, you said coal was like a $750 million roll-off. What does that look like now through 2027?

what specifically would enable starting to target the high end of ’27? Is it just getting through more of the year?

Is the $3 billion upside you spoke to in the plan and part of the long-term growth rate reaffirmation?

is this something that can contribute in the next five years if you bring these over the finish line?

is there any world where DIG can be used as a solution?

What are your thoughts on just being able to get back to more frequent settlements

how much of an impediment has that been, if at all? And how much should we think about that as just like a gating factor

how to think about how much incremental equity comes with each dollar of incremental CapEx as you get ready to refresh all that?

Can we just get more of a feel for the time line of the ramp for some of these?

how you're thinking about the risk of transferability potentially going going away

if weather is mild again for the second or third year in a row, are there more levers to pull on that front?

do you mind just maybe bridging us a little bit from the $3 billion CapEx increase to will you increase on the equity side

I wanted to just ask on the Oracle load ramp just how you’re feeling on timing there given I think that’s kind of the

just in terms of how to think about the next one is, is the Google deal like a good template?

Any thoughts as to whether this still remains like a core business or would it be monetized at all?

the $5 billion of CapEx for the 1 gigawatt Google deal, is that like a decent rule of thumb for future deals?

any more color you can provide on just the trading rent for the quarter

can you just square like the timing of when you think you can get new gas to serve some of these load opportunities?

are we potentially looking at another year of trading outperformance? Or any color you can give there?

remind us how much incremental equity as a percent of increased CapEx general rule of thumb?

the $2.5 billion for CCGT investment, I think you're building a 1.5 gigawatt plant. Is that the full amount? Or are you not capturing the full investment in the 5-year

in 2030, when the 45Zs go away, what is it that pushes you to the high end? Or is there like some way you can continue to book those a year beyond the expiration?

what are you seeing in terms of gas new build costs and timing? And are you considering at all potentially pushing out coal retirements

can you just remind us, do you have any battery storage in your plan and what we should be expecting in terms of potential cost pressures there

over the duration of the plan, can you give us what rate base growth looks like?

maybe if you could just give us a sense of potential to settle the Missouri case this year?

how important is visibility into ultimately having a hyperscaler offtaker?

can you give us any sense of incremental load growth, what does that do for CapEx and earnings? And then how much of incremental CapEx needs to be financed with equity?

are you assuming the like 80% minimum bill level or the full ramp? Or is that basically what the range is between those two?

How do we think about that matching up with the economic development pipeline you show on slide seven? Like, how much of the load is covered by the generation projects

Can you maybe just give a sense of timeline for that to get passed and likelihood there, and then also if it does, what it actually means for your plan?

Is that an evolution in your thought process? And would that be something like similar to what PPL, Blackstone announced

Are you mainly looking at building new dispatchable generation yourself? Or would you consider buying something that someone else may be developing

if you could just elaborate a little more on what you're looking at on the funding side of things

to hit the 2029 COD, what we need to do in terms of equipment procurement for this year?

the pace of buybacks was pretty quick year-to-date. Anything to read into that? I know a chunk of it was the direct transaction with LS

can you maybe just frame that up between like the test, the VPP, some of the other things? What are kind of the core drivers?

Any sense of timing there just in terms of what you're going to do, particularly with the RBA going on in the background

how you're thinking about the cadence of updating your outlook, should we be thinking about like Q3 as a stand-alone update

any more color on maybe why the load ramp is a little bit slower than maybe we would think for something in Texas?

the eighty-twenty framework that holds through this full period, like, even beyond twenty-nine when you're doing

can you give us a sense of this GV agreement, the new builds you're gonna do there, how the cost compares to the brownfields

just the next couple months here into the summer resets at the legislature—anything you expect or are focused on getting done between now and then?

any color you can give on the sharp move in PJM pricing and how you are thinking about that on both sides of the house?

Any color on how much you are hedging into this in the out years?

I think for a while now, you all have had in your slide deck over the forecast period 90% regulated earnings. Is that still true

what are the other options if that weren't to move forward? And then we saw kind of next door in Pennsylvania, one of your peers doing kind of a JV

any numbers around those 2 items you can give us

just wanted to get your thoughts on the governor's challenge of the previous PJM auction results

do you think the short-term solutions are sufficient enough to kind of tamp down some of the political rhetoric here

is regulated generation in New Jersey the only solution that's being considered? Or are there any other bills

Should we just think about that as kind of netting out to a similar place or any kind of upward or downward bias around that range

I want to ask a little more on the Helix platform and just how you see that playing out

Do you think about that as precluding you at all from doing any other deals in the interim? And any market power issues

Is that specifically referring to Comanche Peak? Or are there other opportunities?

what should we think about the likelihood of the cap four proposal passing for the capacity auction

the forward outlook and maybe why the decision to continue to mark off of November curves

give us some perspective on potential for data center pushback, whether it be moratoriums at the state level

as you think about the capital plan continuing to grow, does it still make sense to primarily lean on the ATM for that?

is there any scenario where you think you can settle in that jurisdiction

What are kind of some of the options like in terms of conversions, further push outs

Is it possible they actually could lower rates for customers and maybe any sense of size you could give us on the upcoming Wisconsin rate case?

Any chance you can settle these rate cases? And then also as it relates to the riders you just settled on, I mean, it seems like the bill credits and rate base reduction creates a little bit of a h...

are there any thresholds that eventually you run into at some point or still a lot of runway?

Is the delta there from 11% to 7%-8%? Is it all just equity dilution?

Do you have the ability to push out any of your planned coal shutdowns any further? And then on the new build side, are you still thinking mostly CTs?

The Q2 storm damage that you booked, just more color on that

how do we assess what you need tangibly to include it formally in your plan?

Can you give us any sense there if that were to happen?

just a little more color on where you're seeing the tariff impacts in your capital plan?

Are we going to get into that like 4.5%, 5% range by next year? Is that still a fair assumption to work with?

just the upside potential beyond the $2.1 billion. When would you anticipate getting some clarity on that?