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the $3 billion of gross equity. Is that firm? Or is that kind of contingent upon the CapEx pace
Is it fair to assume that, that breakdown kind of persists, so a little bit more heavily skewed towards transmission
are you starting to have any conversations just along the lines of inference reasoning
Obviously impressive raise in guidance on a strong 2Q, but the free cash flow guide was pulled.
Are there any conversations that you guys are having with kind of your hyperscaler customers or the neo class
Is it fair to say, too, that the vast majority, if not all, of the backlog currently is probably tethered
How should we think about kind of the utilization on that capacity as we kind of enter into -- again, as we
can you just kind of convey the additive value when we think of kind of the inference and when latency becomes an issue
what would you guys need to see kind of going forward to get kind of more confidence in the upper half of the range
Just wanted to get a sense just on the near-term kind of nuclear uprates, how near term are those? And when are we kind of -- what's kind of baked into the 2029 assumptions?
what is the governor's kind of ultimate objective? And how do those align with what you guys are seeing
when we think about up to 2 gigawatts of developing opportunities that are later-dated, how quickly would those need to be brought into the fold to be COD by 2035?
is the pitch, I guess, to the government [indiscernible] incremental savings that as you kind of -- as you grow this, you could provide incremental savings
if we were to look at kind of the gigawatt addition and then kind of the EPS accretion, is, I guess, roughly $0.08 per gigawatt, a good rule of thumb
is that strictly for the first 3 gigs? Or is that -- does that kind of -- do you have the ability to kind of upsize that given the opportunity you have?
where we get confidence on kind of the 2026 guidance and where we can kind of shake out
how you can leverage kind of both the residential as well as kind of segments and business lines to -- within that kind of offering
any kind of color you could provide just on the impact of kind of RTC plus B initiatives and just kind of the normalization
now having kind of the RTC+B initiative in ERCOT in Texas kind of up and running now for about 2 to 3 months
Just anything that we could kind of pinpoint like really what's gone well? What kind of exceeded the expectations just over the past
what would you need to see going forward to move to the upper half of the range or increase guidance altogether?
would we pretty much assume that you would be seeking the extension first and then any firm announcement on a potential upgrade?
How are you guys kind of—are you guys kind of front-loading or kind of prebuying any type of nuclear fuel
is there any opportunity for you guys to partake in those allocations, the Brookfield Westinghouse selection
Kind of what undertakings were done? I mean, was that kind of an enhanced fuel offering
are those going to require a separate ESSA? Or could they -- are they going to be typically riding on the CCGT contracts?
Was there any kind of pull forward of timing or weather implications within there, just given kind of more of a mild spring season?
should we kind of view that as more of a pull forward on that side of the house? Or is that -- was that somewhat contemplated
more of a bridge power type of approach. Is that something that is kind of an incremental opportunity
just wanted to get a sense of kind of the ability to kind of push the button on executing on more renewables projects
Just kind of thinking about the available infrastructure currently within the United States and then the need -- the inevitable need for some more.
how are you thinking about cost, mitigating pricing increases on natural gas or something else, and getting that into rate base?
If you could comment on that and frame it. Is that part of the appetite and attraction for you to be able to expedite the process to time to power
any kind of insight into the typical time frame that you guys are seeing on the duration? Is there a minimum there that you guys are seeking
should we be considering some potential upside just on the transmission side as we kind of think of these new generation assets
Would you break down the drivers of that 10% sales growth for Medical for the year? What's driving that
leveraging the Clean Energy Accelerator charge, is that also kind of applicable across all jurisdictions