Ryan Levine

How much cash flow is associated with Maximo and AS plan? And is there any color you can share on the financial metrics or commercial interest you're seeing

do you see consolidation given the policy uncertainty at the U.S. federal level? And does that create opportunity for your stand-alone business to acquire some assets

Are you going to break out what the earnings contribution was this quarter? And any early indications of what you were seeing last month?

given what we saw last month, would the monthly benefit be trending higher, given some of the commodity spread movements that we have seen?

Given the recent Storm Fern and increasing gas demand in your service areas, do you see incremental opportunities to add gas storage?

has that a refresh already occurred for this calendar year, so that we wouldn't expect any material changes until a review post winter 2026

What are the underlying growth assumptions that embed the expansion projects that you have underway? And what conditions would merit further expansion

wanted to hear your comments around the impact of Chinese and potentially Mexican tariffs around O and M and CapEx. I assume it's small, but any color

in terms of federal announcements around Stargate and Seven. Potential developments in the Abilene, the extent there's consumption in that region. Would that have any impact

can you remind us around the regulatory mechanisms across your service territory to allow for recovery on the capital side?

What's your assumption for bad debt expense and how does that impact the outlook? It looked like that was excluded from the 4% O&M guide

In terms of the 4% O&M guidance, how lumpy is that throughout the forecast time period? Are there periods that are higher than that and others that are lower

what are you assuming for population growth or customer count growth in the Texas market in particular? And then, how sensitive is your outlook to that forecast?

In terms of the potential tariff for data centers, would you look to file something soon?

is there a way you could size how much cost-cutting initiatives AI could enable or unlock and how the AMI 2.0 and ERP systems could impact that opportunity?

How are you assessing wildfire risk going into the summer wildfire season compared to prior years given weather and all the company actions over the last few years?

would you look to continue to tweak the program to achieve your objectives? And any color you could share around the rationale for the recently announced changes?

Does this action in your view, have an impact on who will ultimately get the proceeds from the funds?

What are the advantages of creating the new wildfire recovery compensation program to address the priorities of the community

Is there any early indication of when you may start to full capital from that front?

Have there been any changes to the wildfire mitigation plan preparation work or approach to forming the updated plan post the January events?

How do you expect the events from last month will change cost of CapEx items and O&M costs in the coming years?

is there an established venue to determine how the protocol will unfold in terms of investigating the equipment

can you maybe unpack that a little bit more in detail around the implications for your business and how that could impact whether it's an AMI decision

How does the Woodside FID decision impact the availability of power time to market for new potential data center customers

how GDP sensitive is your load

Is Evergy seeking DOE energy-dominant financing capital for its transmission plan? Or any color you could share around maybe alternative subsidized forms of capital

What's the labor ramp and EPC strategy for the new gas generation building? And any color you could share around compounds to achieve the COD target?

do the EPC companies have the ability to reprioritize resources if other generation if they get contracted for other projects?

sufficient internal engineering and project management capability to deliver on the

How are you assessing the potential impacts from the Maryland Lower Bills Act

do you have a lot of confidence in the visibility of those forecasts in light of some of the FERC and other PUC recent commentary

what regions in PJM are you seeing the majority of the investment opportunity? And is there any cost inflation associated with the labor or equipment

if the GenCo application is approved in September and at that point, is there a lot of the contract terms that have already been prenegotiated

can you speak to some of the cost recovery attributes of the recent initiatives in the state that are in place now to ensure timely recovery

can you remind us when those labor agreements expire and what the process of renegotiating labor rates is

in terms of duration of the contracts, are you seeing any change there around the tenor of contracts

What are you assuming for '26 stand-alone business contribution for Smart Home growth?

how does the summer look for weather into wildfire season

is there any color you could share around whether special dividends or ratable dividends or buybacks

Are you looking to accelerate the prudency determination through the CEA process for future liabilities

How do you view the proposed decision we get to SB 410 capital would be funded relative to plan

any sense of what actually would be studied between now and presumably the end of the governor's term

do you see any progress in the conversation to revisit or change the attachment rate for the wildfire fund

where is the 90% number coming from and kinda one of the drivers

Would you seek the customer bill deferral mechanism for an additional year as a result of the higher PJM capacity prices

Is there any color around how many customers or individual projects represent that large megawatt increase

what is the thought process around converting retired coal to gas generation, and the potential for federal permitting reform to impact the company?

is there any timeline for when that study will conclude? Would that be concurrent with the subscription negotiations targeting the end of this year?

Any color you could share around the pace of the large load commitments in the uncommitted bucket that you're considering to be ready for?

Is the company looking to finance some of the transmission build out with some of the DOE energy dominance financing

what's the risk for shareholders and rate payers if the uncommitted growth projects don't materialize?

are there contractual rights to be able to expand your capacity if needed and the growth materializes at prenegotiated tariff rates?

On the coal plant closure, can you give us an update post the executive order and commissioner comments if there's any reassessment of the potential restart for that plant?

Given the new PJM CEO's letter and related report, any thoughts around some of the ideas proposed and the future of the capacity auction?

Are you looking at any policy support to help attract data center growth in Alabama specifically? And are you looking at any changes to tariff design

any color you could share around maybe the engagement level or the time line that conversations are progressing through?

doesn't assume the higher very large load tariff ROE and to the extent that you were to be successful in that application

Have you discussed or previewed the credit implications for different transferability iterations with the rating agencies

What impact do you see from the potential new Texas legislation related to wildfires in terms of its impact to your mitigation plans