Paul Zimbardo

You mentioned that there's been a pretty dramatic move in Waha. Just any way that you would frame that kind of beyond 2026 for customers?

The first I had was just on the dividend increase, like roughly 15%, again, quite impressive and better than where you've been trending in the past

could you unpack a little bit more? I know you gave some detail on the kind of the shift between O&M and interest expense

There's a new very large potential natural gas customer that Entergy has talked about, like 2.3 gigawatts of combined cycle in Northern Louisiana

is that something that could be upside to the plan or we should kind of think about that within the scope of your capital guidance you put out?

kind of what the engagement's been from stakeholders. I know you said going to get the settlement in Pennsylvania

any impact we should be thinking about earnings, cash flow or otherwise from that new corporate alternative minimum tax guidance

I know you attributed to some stronger usage and just outperformance across the footprint. Is there anything else in particular that kind of drove that strength

I think you mentioned potential for stronger earned returns and incremental capital. Is there any way that you could frame the opportunities there

I noticed some word changing, like, some of the references to ESG, diversity, removed in the K. Just is there any kind of fundamental changes

Could you describe, like, if this is something new, kind of where you've been adding capabilities

what's the timeline for some of the interconnection studies with your local PJM utilities?

is it a fair expectation that kind of you're pretty close to a deal and maybe within the next quarter

Any way to frame the cadence of that? Should we think about the megawatt deployment target as ratable or more back-end loaded or front-end loaded

just thoughts on the backstop procurement, the auction feature, and if there are any ways that you can accelerate generation or spread the cost more broadly across PJM

are there any supply chain, labor or other kind of constraints to be mindful of

you called out that you've had some weather and other headwinds year-to-date, but you still expect to be midpoint or better

it looks like about an 8% rate base growth from that '28 to 2030. So I don't know if there's any other factors we should be considering

could you elaborate a little bit on why we shouldn't think about the depreciation and kind of those tax other items that $0.14 is recurring

How would you describe the linearity beyond 2025 of the EPS trajectory?

is it fair to think you're trending towards the upper half of that range over time?

Is it also fair to say it aligns with the EPS growth rate considering the proposed attrition increases in the later years?

should we think about the base for that as the, I think it's $5.84 2025 ex the TKM

based on other events you think about like approaching settlement conversations with parties

does that indicate like you think there could be a reimbursement back to the wildfire fund?

your cost of capital has changed quite a bit since we last chatted to the extent you are successful on like the next-gen ERP

to the extent there are liabilities that do stem from the January 2025 events, kind of how should we think about financing that?

is the plan no additional equity needs in 2025 after you did your plan for June

could you just describe some of the building blocks for the second half of the year? Just I noticed that the corporate was negative $0.34

Is there any information on shaping? Is that kind of back-end weighted into 2029 non-CapEx

is there any way to frame kind of what that benefit can be to earnings or cash flow? Just any parameters would be helpful there

I think you said the CapEx change increase is Cottonwood. Are there other major changes going on? Or is it really just the Cottonwood being rolled in

Are there good ways to think about it? I know it's difficult rules of thumbs or just ways to think about potential future savings from that data center pipeline

have you seen kind of customer preferences shifted between different states? Any color would be helpful there

Are there any commitments in megawatts, gigawatts on the renewable side, solar and storage that we should be thinking about

Could you explain the comment on the 8 gigawatts for additional growth from the power commitments above the plan

is that an average that you're targeting over time? Because I know you emphasize things get stronger in the back end

Is it fair to think you're targeting like an 8% plus CAGR as well? I know it accelerates in the back half

should we think about that as kind of a linear profile or also accelerating as you move towards the end of the decade?

Do you have any priorities or anticipate efforts for 2026? And could this influence the rate case cadence?

does this build more contingency into the plan, or are you in the same place as before

Is there a point where you need to take matters into your own hands and pursue more contracted generation opportunities

How should we think about financing incremental capital opportunities as they come? Should we be using kind of that 40% in this roll forward

why could you not grow at that kind of ZIP code, the same seven-and-a-half percent growth rate? Again, doing even better than the top then

I was hoping you could unpack the new Illinois legislation a little bit just in terms of what you see the investment opportunities, energy efficiency, transmission

As we think about 2029 and that roll forward, is it fair to think about the stronger growth year than 2020, you say below the midpoint of the range

which jurisdictions do you think is the most right for further action on that utility- owned generation or more energy efficiency, storage

Is it something that could be ready for a fourth quarter refresh when you do that next roll forward just given the Maryland opportunities, Delaware, New Jersey

is there any update on the timeline for the FERC policy for self-funded network interconnection upgrades

For the 370 megawatts, is there land and zoning capability for that customer to expand if they so choose in the future

Does that include kind of industrial and the appropriate zoning and annexation

I do not know if you think that is a fairly conservative assumption just as the data centers start to ramp

Is it correct? That's reflecting the current capital plan any of the incremental opportunities

Just could you give a little detail? Did you change the sourcing strategy

it sounds like you will have kind of a bigger capital refresh when we do that fourth quarter roll forward. Is that a fair interpretation

Could you share some light on kind of what the hedging profile looks like at Power for the next few years

Could you level set what was the actual 2024 FFO to debt and kind of where do you envision the credit metrics going throughout the plan?

for your zone, it was very high on a dollar per megawatt day basis, almost $700

could you rely on the DISC mechanism to stay out for more than a couple years?

Any color you want to put around that—is it two, bigger than two? And what is the timing on delivery for those pieces of equipment?

Is there a good amount of megawatts to think about you would include in that new capital plan roll forward? Should we think about the full gigawatt?

Could you comment a little bit on the linearity of the growth rate in the plan? It just seems like with Kentucky stepping up in '26, Pennsylvania stepping up in '27, the growth would be a little bi...

how much incremental generation capacity do you have like the referencing the 700-ish megawatts above what you embedded in the CPCN proceeding

do you expect to have progress in 2025 to report back, whether it's ESAs or turbine order slot reservation. Just trying to gauge, is this a 2025 progress or more 2026 product?

could you share any perspective or thoughts on the coal executive order and if that could change the timing or kind of potential of the -- I think it's roughly 300 megawatts of retirements that you...

holistically as it relates to that and elsewhere, I don't want to put words in your mouth, but you feel comfortable on the overall capital plan

if you could help unpack the comment you had about complement with other equity-like financing structures

just if hypothetically there was a one-gigawatt data center in Kentucky. Could you just describe, like, what kind of length, ability to serve you have