Shar Pourreza

Can you speak to how close you are to the top end of 6% to 8% at this point? Are we another '29 hyperscaler deal away from piercing 8%?

how much of capacity headroom is there in the resource mix if you wind up going beyond that?

Can you just maybe give us a small inkling, even kind of directionally, on what this could mean to the CAGR? I mean, could this put upward pressure on the current 9%

are you seeing any kind of sense of pullbacks? Just trying to get a sense with that customer class specifically

How are conversations going there, especially around securitization? Can you settle this before the mid June hearings?

the forty-six to sixty basis points of FFO improvement, you highlight that kind of on the slides as a near-term target. Can you sustain that over the plan?

on the 20 gigs of load you're leaning on, just wanna get a sense on how much of that is in Ohio and on the dual tariff settlements

How does that kind of tie into the $0.50 of upside sensitivity? And do you anticipate incremental investment opportunity to be more accretive versus the $0.50?

Is anything preventing having a bilateral deal in hand before the RBP? I mean, do you need to match new capacity plus existing capacity to get a contract?

Are you seeing FOM and BTM pricing kind of converge in your conversations

are you still kind of confident with announcing another hyperscale deal by year-end? Or should we assume early next year

what specific color can you give us on what is going on with Gaines Township and the Microsoft data center

are there any specific triggers that would increase the time between cases?

does any of that $25 billion plus of upside, does any of that kind of overlap before the '29 time frame?

do you anticipate those to be recurring, or would those potentially unwind with that potential deferral filing?

is there kind of more execution to come in '25, or is there some efficient financing that unlocks like, a CapEx pull forward

Can you just elaborate on the range of options and timing of equity funding?

have you committed to an Analyst Day, any sense of timing there?

How much headroom do you have to recontract at higher prices? Maybe just elaborate a little bit further on the alternative paths you may have outside of the DEEP process

Would you be willing to participate in this consortium and an AP1000? What are the puts and takes on SMRs versus the AP1000s?

are you assuming sort of minimum take-or-pays in the current plan? If the data center customer ramps quicker and consumes more than the minimum over time, would that be accretive

Can you just maybe talk about some of the puts and takes that get you to a 6% growth rate in those years versus the upper half of the range

Can you just give us a little bit of a sense, if you can, on just the nature of the punchlist for the project

how do we price in any risk on the construct should we see this flip

elaborate on the remaining variability in the projects, if there were delays in supplier component deliveries

are you still thinking sometime in that Q3 time frame and -- could we sort of see an update of that plan and the CAGR around the EEI time frame

how should we think about pushback given it is a contested case? What's been the feedback so far there? And what clarity would you need to put that into plan?

any specific lessons learned Joi around the Oracle process? And just remind us if you need final MPSC approval to count this load in the IRP or just final terms?

do you think you'll see the third deal announced by Q3 EEI time frame?

could this sort of new customer actually step function change the trajectory or lengthen and strengthen the top end? Or do you need to see more deals materialize before revising the longer-term pro...

what are you seeing on the energy service side? And does it make sense to monetize certain assets, especially with the inflection of equity needs starting in '26?

Are the data center deals kind of are they an inflection point to rebase higher or shift that 6% to 8% CAGR? Or should we still kind of assume lengthen and strengthen?

clarify the data center upside. You noted that 2,100 megawatts in current agreements. Are those included in the current plan

the RNG credit pushes you for the top end, and there's inflexibility to exceed the 6% to 8%

at what point could we start seeing some guideposts around incremental CapEx opportunities above your base plan

when can we start seeing some more specificity around, actual target ranges within the plan versus the 100 basis points

Just on the EPS CAGR, Brian, you mentioned this and Lynn mentioned this. Just higher in the range comments in the prepared

Just any change in tone, Lynn and Harry, from your customers and your conversations as we're thinking about spending needs, speed to market

Do you support three or five commissioners? And what do you see as the pathway forward from here for the broader set of reforms

Does the CapEx increase today fully support the deal? Or do you see additional CapEx and earnings accretion as we shift focus to the Analyst Day

what are the specific mechanisms that keep incremental equity funding for the $15 billion in new CapEx under 20%

Just remind us on the level of comfort, the collateral requirements, et cetera. You have some lumpy projects there, which can be sizable

Was Phase 1 of that project already partially in plan and with the formal FID, does that kind of put some upward pressure on rate base growth

Is any part of that spoken for at this point? Have you started to expand those expectations given continued large load expansions

if there's an appetite for SMRs in the state, and you seem to focus a little bit on the larger scale side

Drew, just to elaborate on the core drivers of the $3 billion CapEx update. It’s skewed to generation and renewables

What's the timeline for these 1.6 gigs of finalizing agreements? And then just more broadly, what is the podium for revisiting the growth rates

what is the next step for the cap structure? Is it gonna go through the normal testimony process and kinda more importantly, is this something you wanna get finality on

what is the correct podium to step-function change the trajectory, which has been out there for some time?

how are the conversations going on the legislative fronts? Like, can you strike a middle ground in a state like Pennsylvania with the IPPs

There's obviously 2 bills sitting at the House and Senate around resource adequacy. I think they reconvened in November. I guess thoughts there

your broad thoughts around the RFP. I mean you've been out there talking about regulated solutions to solve the needs there and now Constellation just came out with their own solutions

a question on CMC and the status of it. Is there any sort of progress of conversations with IPA and other stakeholders on manage that roll-off?

We have not had an update on artificial island discussions with PSEG or CEG. Have you done any work on bill impact if artificial island went behind the meter

the affordability rhetoric in Pennsylvania, I mean, the governor's tone and one of your peers obviously recently pulled its rate case

Could we just get a sense on the timing of the spend, your turbine queue status for the incremental generation

the CapEx numbers were obviously healthy. The rate base growth is likely

can you just expand on the incremental opportunities post the current project? So what is the potential timing there

the report kind of suggested a lower revenue requirement rate base ROE, the equity ratio was flat. No mention of goodwill treatment

Can we just get a little bit more color on where you could see yourself within that five to seven, especially as we look out towards the end of the plan

Any updated color on a potential phase two at a Big Cedar and or Prairie View. Just any timing of that announcement

will we see normal this distributions been pushed out, or do you think it's purely additive to the 10% CAGR

how are the dialogues going with WEC? Do you have an interest there from a hyperscaler?

Are you sort of part of this consortium? Is it something you would consider with the right cost overrun protections?

an update in Wisconsin since the existing counterparties need to make a resource decision kind of soon

would you participate in the backstop auction there just either on the renewable or gas side

do you see kind of the next wave of deals moving to CCGTs for energy resources? Are you seeing demand there

Can you just maybe directionally talk about what you're seeing with that plant and how we should view it without going into the numbers

where does Duane Arnold fall within that timeframe? And also, there's obviously one restart out there and there's a cost estimate

is there other large load customers embedded in that assumption or would that be incremental to the $2.2 million

do you need to receive an outcome in the proceeding before you announce a signed agreement

can you just talk a little about other potential avenues you can lean on to fund the incremental CapEx

Can we just fine-tune just get a sense of timing there, where in the discussions you're at

do you guys see FERC PJM directive opening opportunities for energy to bring new generation to that market?

can you just expand on commercially contracting the combined portfolio comments you made? I mean, $2.5 billion in EBITDA is sizable

the fuel risk, Larry, this is a question we get from a lot of investors is who actually takes on the gas risk?

do you think '26 is kind of that year you're going to be able to announce a data center agreement that includes new development

share a little bit more about sort of the announced data center deals, how they kind of compare to those announced by your peers

What has changed? What was it that changed the company's views on your position in Eastern markets?

is there any large customer or colocation deal tied to these assets? Are there ones you're inheriting from LS

how are you thinking about funding the project? It's kind of a substantial check-in a short period of time

Is it your intention for all those to be fully contracted as they come online or will they be some merchant?

at what point does large load growth drive significant new transmission investments

how should we think about capital allocation, like the buybacks in case some aspects of the CEA report get passed, but we don't get something that is all encompassing

what's driving that? Is there more investment needed on the grid side to accommodate the load?

is the state currently working on any improvements, regulatory or legislatively, or are they taking a wait and see approach?

Can you just maybe talk about the timing of the bill, so next steps, will there be, like, an IRP process

can you just maybe help us quantify, like, what level of hedges and upside versus the PTC you are kind of embedding in that 6% to 8%

just the grid capacity that's there to convert into signed agreements versus how much transmission and distribution needs you're going to have

kind of curious if there's any pressure points forming there

do you see sort of commercial discussions being delayed with the recent actions at FERC?

Does the PSE&G pipeline of opportunities and inquiries you just highlighted that's over four gigawatts, does that negate any of the Artificial Island opportunities?

any updated views on how we should be thinking about the delta between the two? Is that 200 basis points the right figure, or could you see those two converge over time

Can you talk a little bit about how sticky this outlook is? Can we see this trend continue going forward? Is there anything that you see that could potentially allow you to revisit this outlook as ...

can you just remind us how sticky that number is over the long term? And also, what are you assuming in your forecast?

how should we be thinking about the delta between the two is sort of the 200 basis points the right figure? Or could you see those two converge over time

can you just help frame what you might use as your new base? And will you roll forward the plan as soon as the rate case is concluded?

give you a sense -- more of a sense on the megawatt pipeline you have around the hyperscaler side and just sort of how you think about capacity first generation needs?

maybe just a bit more color around how the conversations are going. Are there any kind of sticky points here? And should we read into anything given the fact that the hearings were done in a day ve...

can sort of the wires companies strike a middle ground with the IPPs maybe around a long-term resource adequacy agreement structure

the tracking mechanism for Mill Creek 2 stay open cost and Mill Creek 6 were rejected. You highlighted denied without prejudice. I guess what information was missing for them to decide

is a block a consideration or the forwards under the ATM kind of sufficient at this time?

what you see as the advantages of the IOUs versus the IPPs and bringing generation to market? I mean, it seems like everyone faces the same turbine Q issue

Have those renegotiation conversations started? And are there any conversations being had with potential hyperscalers with those assets?

Can you comment on your view? Is The Southern Company interested? Are you in the consortium?

Have conversations started? And are there opportunities to renegotiate these tolls ahead of the expirations, just given the value of the assets

around the SNG pipeline expansion, any thoughts on timing there? How are the conversations going with the counterparties

have you considered sort of other avenues versus these equity or equity-like instruments and even can some parts of Southern Power be opportunities there

how are you tracking versus that $10 billion number, and maybe the trigger for the next update?

Do you view the quality as comparable to the prior 39 kind of high-confidence number?

Can you just help maybe elaborate what moves you into the top half of that 2030 range? Does that variability include any of the $9 billion upside opportunities

what is embedded in earnings growth in 2027 just given the smaller contribution versus prior years? Is there incremental ROE lag that you continue to anticipate

where do we stand on the leakage there? I mean, I know, obviously, you've got accretion numbers. You're looking at sort of a tax-efficient way to do this. I think you're still assuming around 20%

the 30% increase, just curious what's included in there? How much of that is awarded 765 kV versus base system needs increasing? And how does that increase kind of stack up against that $12 billion...

is the plan embedding lower rate-based growth in California, or is that partially moved to future plan years

Can you breach the 9% in the current trajectory? Thanks

Do the rule changes impact the Meta deal if PJM changes how new load gets treated?

do you sort of have a view around hyperscaler appetite around gas risk? I mean, is there a preferred structure for Vistra

what's currently embedded in that range? Obviously, it's a little early for the Comanche deal ramp

peers have been talking about deals becoming unanimously more front of the meter

just on general deal timeline at this point, does SB6 finalization, does that unlock a Comanche deal?

are you waiting specifically for co-locations at this point or could you be moving ahead with front of the meter

what color can you provide on the timeline for a deal at this point? I mean, can you at least bookend it?

what the commercial team is seeing in the outer years of the forwards and maybe just how that impacts your positioning

it's just fair to assume that Comanche Peak is probably the lowest hanging fruit versus Davis Besseil or Beaver Valley

Can you maybe just walk us through how the CAGR shapes kind of in that back half of the plan? Can it be accelerated?

any sort of sense of timing around an announcement? Are you still to have an Analyst Day coming up in early December

just want to touch on the recent Cloverleaf data center announcement. Looks like it's a 1,000 acre of campus in Port Washington

Are you seeing any sort of impacts in either direction with the Microsoft spending opportunities or trajectory?

any opportunity would be incremental to the current plan?