Tanner James

Utilities

Limited coverage. Only 4 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q1 '25Q2 '25

Focus Areas5 topics

Capex Investment2Regulation Policy2Demand1Margin1Cost Pressure1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History4 questions

EVRGEvergy2 quarters

2025 Q2

Is the governing factor here the expected development time lines of the customers within this portion of the pipeline? Or is it your ability to process and serve?

DemandCapex InvestmentView in transcript →

should we view this kind of 50-50 proportionate share for over earnings as precedent setting for future proceedings?

Regulation PolicyView in transcript →

2025 Q1

could you discuss the rationale that went into extending the timing of the retirement, specifically with regarding the specific dates chosen

Capex InvestmentRegulation PolicyView in transcript →

with respect to your ability to pull O&M levers to meet '25 guidance, can you discuss the different buckets you can sort of manage through the end of the year

MarginCost PressureView in transcript →