Praneeth Satish

With the IPA tariffs repealed and import tariffs on India-produced modules down to 15%, just seeing how are you thinking about selling the India capacity into the U.S.

should we assume that at a minimum, you're trying to look for some price discovery above $0.32, $0.33?

the release in there, it references a potential multiyear hyperscale agreement. Is that referring to the same customer

is it possible at this point to increase capacity above $1 billion in

could you provide an update of how much redundant capacity you think is appropriate for the future power projects

Can you talk about the opportunities that you're seeing in the Rockies and whether the Silver Spur expansion

how are you weighing the dilution from bringing in JV partners versus keeping more of this value in-house, it is very accretive. And will there be a promote if JV partners are brought in?

Many investors that we speak to kind of view the behind-the-meter power business is a 5-year opportunity and at some point in the future, the speed-to-market advantages may start to fade.

can you give us a sense of where you are in the procurement cycle for turbines

do you think there's some upward bias here to the 5% to 7% EBITDA CAGR guidance that's out there

can you provide any updates there on where those projects stand in development when you expect to FID them

Can you help us just understand if the size and returns for these potential projects are going to be similar to what we saw with Socrates

do you anticipate this evolving into a platform for additional power generation investments? What's your appetite for increasing your ownership stake

What is your willingness to flex CapEx higher in 2025 if this BTM, behind the meter project goes through

can you help frame how large of a project it is? Is it kind of in the $1 billion range, just trying to figure out the scale