Rick Sunderland

curious if you could speak a bit more to the fuel cell opportunity you alluded to there and how you see that fitting in as a solution

could you speak to the generation efforts overall from a supply chain perspective and a planning perspective as you think about that upcoming IRP filing

do you think there are opportunities on the transmission side that go beyond the sort of engineering construction efforts

I wanted to pick up a couple of the earlier themes around PJM, but kind of turn that to the SPP side

How you're seeing overall inbounds and interest into your service territories? Anything notable either on the quarter or on the horizon here on the load front at the utilities?

how you think about the risk to safe harboring from the executive order and potential changes to guidelines. Is there anything specific to your safe harbor activities that gives you confidence

Do you think transferability is something that may come out in that initial draft and then goes back in? Any thoughts on sort of the magnitude of that headline risk

On an agency metric basis, what would be the impact to your FFO without transferability and how do you expect the agencies to treat that?

on the ATM, I think if I'm reading the disclosures correctly, you didn't price anything on the quarter

How do you think about that as a base for growth going forward?

Is that essentially a half year's impact of the legislation that you're booking all in 4Q? Or how do we think about that $0.10 relative to the total uplift potential

Could you remind us what you'd originally expected in '25 on that front? I guess I'm just trying to think of the puts and takes of the Texas benefit relative to the through-system

it seemed like some of the higher O&M for '25 is a pull forward from '26. Is that a fair characterization?

It sounded like in the Texas GRCs that there is some retroactive component to the reg asset tracker you were referencing

How much equity should we be modeling for twenty twenty-five specifically, and should we assume that ATM is ratable?

does this move you higher within the guidance range? Any other thoughts on sort of that benefit relative to guidance assumptions?

could you parse some of the factors underpinning the higher pace of system investment? I know you gave some color at a high level on sort of 80% for safety and reliability

How are you thinking about Pennsylvania stakeholder relationships and engagements in advance of the next rate case application in the state

Curious if you would explore a forward issuance to take care of the '26 equity needs

Any thoughts on pulling forward your 2026 equity issuance given the recent share price strength or just financing thoughts overall on approach to equity

how do you see the landscape standing under a scenario where recession puts pressure on muni finances

Can you just walk through a little bit of what's been going on recently in the legislative

is the 7% to 9% growth, is it based on 2025 guidance less that $0.10 of incremental interest income

I am curious about the opportunities as it stands now relative to last quarter, and in particular, if you see both of these data centers come through, what is the potential to defer or delay your e...

do you have any guiding lights around how you think about the qualitative versus quantitative aspects of a deal

how are you thinking about the market opportunity around those units as it stands now versus, say, a year ago

I'm just trying to think about total dollars that might come this decade that aren't reflected in the plan right now

How do you think you might address that? Any thoughts on technology and timing? Any opportunity there around long duration in the next five to ten years

is it still about working in the range of that 5% to 7% growth, or do you see the potential for structurally higher growth over time

for that Oracle site, is there expansion potential there without additional zoning required?

do you lose an IRM outcome consistent with you're asked for the stay out? Or is it really around this newly proposed mechanism

Curious what you see as the timing for those remaining projects to begin construction

can you speak a little bit to the timing of flowback to rate payers there?

how do you think that will differ in terms of the engagement given we have the CEA report out?

you've talked about some broader legislative engagement and mentioned affordability is a critical focus. Could you just expand on that a little bit more?

should we assume that if the PD stands that range case would essentially become your outlook?

how are you feeling about the ability to reach a settlement in that over the next few weeks?

have you ruled out any third-party potential sources of ignition at this point?

do you have any revised timing expectations on the investigation just as your own progresses here?

If a legislative solution does not emerge, are there any operational changes across PSPS practices or elsewhere you would consider?

Could you speak a little bit more to sort of guardrails, timing, other elements you have

did that move through the backlog until you then backfilled with new interest to get back to the 7 to 12 gigawatts

could you speak to turbine queue positions and just your confidence in ability to deliver new supply to meet any large load growth

How do you see the GenCo playing into this in terms of potential impact to near-term or medium-term earnings with the GenCo structure

what would the regulatory cap structure look like for that entity?

offer any thoughts on sort of the pace and engagement with your large load, prospective large load counterparties

do you need IURC approval of that before you can announce a deal?

it looks like some of the NIPSCO and Columbia spend shifted across buckets. In your current base plan

do you expect any new look to the legislative process this summer, like in earlier bill introduction or more debate on public text

Do you see this affordability conversation as something that you can get to outcomes in this session

Can you expand on the San Jose update a little bit and particularly the path and timing to capturing some of those load growth benefits

Can you speak a little bit to what you're focused on in the run-up to that application

Curious if you can share any feedback on what you're seeing on the ground

does the half billion to $1.6 billion of investment per gigawatt framework still hold?

do you think the firefighting capabilities in the region are sufficient for growing wildfire risks

about a month ago the Governor's energy task force delivered a report. There was a lot in there, including new nuclear. What do you have an eye to out of that report

can you frame whether interest has shifted at all relative to expectations three to six months ago?

the 4 gigawatts contracted by year-end '27, just any thoughts on sort of the gating factors to signing the $6 billion to $8 billion incremental CapEx framework

could you expand a little bit more on the sort of settlement potential over the next month that you referenced in the script