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that looks like a pretty big earnings step-up as I look at the CAGR going out on the bars in 2028. Can you just kind of maybe Trevor, walk through the drivers of that?
talking about $5.9 billion of equity in the plan. How are you thinking about the composition of the business? Do you think there's more potential for minority stake sell-downs?
the overall trajectory on the ROE trend from that 9.3% should push higher as well, if I think about that correctly
can you give us some color on the financing needs and the option for that incremental $16 billion?
in that tariff, you know, have you disclosed what that rate is versus maybe other industrial commercial rates? Is it, like, a minimum power take requirement
we've sort of seen, like, this idea where, you know, the off-taker would put in a significant portion of the capital and take more of the risk into that project?
Did you have a scaling of that versus the $2 billion you need in the current plan, or have you sort of not walked through all of that yet?
there's some legislative efforts in Connecticut to talk through or at least think about the statutory changes that were made around the Aquarion sale
we've seen the DPU has put out this proposal to end most gas line extensions. Does that shift your capital plan
Can you remind us of what the next phase of that process is? And would we get updates on that?
can you kind of just contextualize, give us some color around what were, from your perspective, the main intervenor concerns through that process
you've got the NOPR out there, the colocated load order and the backstop procurement
How are you thinking about sort of the affordability pressures in that state
how are you thinking about the supply chain connected to that 1.2 gigawatts? Do you have a turbine in the queue
How do you see those progressing from here? And when can we finally think about wrapping and closing that
what intervenors seem most concerned about through that process? And how would that shift your ability to have an opportunity to earn your allowed ROE
what you guys see as the advantage of the Genco structure
The incremental capital in Oncor in Texas and the transmission awards that you talked about in the deck, those are still outside the base plan with CCM coming in '27. How do you see the timing of a...
does that mean to the extent you will or are discussing stake sales with third parties beyond the current investors that the strategic approach here on business mix is that the full stake is beyond...
KKR would be due on May 12th. And then we've got, if I've got it right, 10 business days for ADIA
What would be the advantages or disadvantages of doing the rest of that 765 or 345
Can you maybe talk about something in that program a little bit more specifically, like what you've achieved
Just trying to understand kind of the moving pieces and maybe the magnitude of the moving pieces a little bit
if I think about 7% to 9%, I'm just trying to think about the right base here. Should I think about that 7% to 9%, or now you're saying 9% off the 2026 base
do you see potential to expand that beyond 2 gigawatts? How are you thinking about expanding that
One of the things that maybe the market has been thinking about because we're focused on growth, growth, growth and more growth is sort of the layer of execution risk