Richard Sunderland

How are you thinking about the financing changes into this fall plan update

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

I'm curious kind of on balance of all those developments and what's to come into the fall, how you're thinking about

how are you thinking about milestones into the 3Q plan update and if those projects will be ready for inclusion

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

is $0.08 to $0.12 still the right range to be thinking about over that period moving for the balance of the year on 4Q?

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?

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

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

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

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

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

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

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

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

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

to throw out the first question of kind of why now, is this all with an eye to higher utility growth

Curious if you could speak a little bit more to what still has to go on the customer side

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

Could you parse a little bit more around that short- and medium term capacity unlock referenced in the script?

How do you see that backdrop and that overlay impacting your routing work right now

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

how are you thinking about positions there? Any expectations into what may come out in testimony?

how might we see the load scenarios play out in there relative to the 2 gigawatts in advanced discussions

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

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

how are you thinking about pacing future equity? And would you consider doing something upfront

there's been some talk around the sale of the Cayuga coal plant. Can you offer any update on that

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

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

How do you think the affordability conversation stands right now you know, whether in the context of that legislation

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?

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

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

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

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

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

I’m curious how you’re thinking about that process and maybe if settlements are a path to resolve that

could you speak a little bit more about that upcoming Accelerated Resilience Filing and the goals of Phase 1A

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

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

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

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

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

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

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

Can you speak a little bit more to the type of project you are seeing now?

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

can you speak a little bit more to the project proposals? And I guess, any way to frame the scale and type of

Could you speak a little bit more to kind of those knock-on effects out of the TSMC announcement

how are you thinking about gas supply overall? And what are you focused on right now

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

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

Any learnings you would highlight from some of that ramp-up and the sales trends?

Curious about kind of the tone and interest on the remaining upgrades and then the brownfield efforts.

Can you speak to other opportunities that could fold into the upside bucket on that 4Q update?

I'm curious how work is trending on the pipe program as you've been reramping that. Any recent learnings or takeaways

the topic of future of gas that we've talked about a number of ways over the past few years

And is there anything else you'd highlight on the EPC front in terms of how the EPC side has enabled those wins?

Is 9% plus still the way to think about growth in the context of a 3Q update?

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

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