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does anything get done in an election year? Any impact on your cadence of regulatory filings?
Any change in your rate case cadence—electric in spring and gas in fall?
I was wondering if you could characterize some of how you're thinking about the timing and the mix between the self-build and the PPA
the manufacturing growth, the new customers you're seeing there and the new pipeline customers, can you characterize that
wonder if there were any lessons learned or aside from the headline numbers, anything in the case, decision that you'd like to go back for
How does the data center growth impact your rate case cadence, do you think over the next 4, 5 years with the ramps coming on?
there's really no incremental capital that you would fund because they're funding the storage, right?
how many gigawatts or megawatts?
is that capital that would be incremental or is that capital that you are already planning, already in plan
Any discussion at the Federal level about those pro-work going away or are those pretty much locked in?
how much CapEx is in your plan that you would hope to flow through the IRM, assuming that the regulators continue to approve that
what flexibility do you have on your transmission investments and your CapEx? Is that an area where you could potentially move around some CapEx if there is a decision
if you could just give a little bit of a list here what you got in the first quarter and the ones you expect
is there a precedent either in Louisiana or other states you serve or other states you've researched for a decision like this
have you changed any of your strategic conversations when you're thinking about contracting with these customers
with the large load customers who you're competing against essentially for these large contracts
The Amazon facility. Wonder if you had any update on progress there, filings, et cetera. The Mississippi
how much competition is there at the local level in terms of attracting some of these large loads?
How much of that $17.5 billion would actually be subject to a typical rate case filing, right? Essentially, how much of that can you recover without going through a regular rate case
At what point is the system -- does this now balance the entire system, you perhaps said to generation shortage
The 8.5% rate base growth, does that now include those gas plants in solar? Or is there upside to 8.5%?
the difference between that 8.5% rate base growth and of 4% to 6% EPS growth. Is there a big piece missing? And obviously, there's a finance drag
is that the typical timeline that you're seeing among either large load customers or even specifically, data center customers, that kind of four-year type of build and ramp?
On the residential demands, the weather-adjusted demand decline, can you go over that again or explain what happens in that residential category
does that correspond to the 800 megawatts on slide six or is there some mixing and matching there? Right? Trying to understand exactly what's in that 800 megawatts
What's your thought in terms of maybe a different or additional corporate type structure, all regulated or maybe not regulated? To handle some of this large investment.
do you need approval from the IURC for any new assets or any contracts outside of approval for just the data center contracts?
the 9% to 10% growth includes only the existing Amazon, Amazon expansion, and Alphabet—none of the pipeline, right?
Schaeffer, economics run time, plans to retire, what is beside what you said in the opening comments?
What are you seeing across your jurisdictions in terms of electric and gas coordination?
In the contract, is there any cash inflow from the customer before they start ramping?
Why battery? Why would you add a battery on to this?
I wonder if you could characterize what some of those milestones are, what you're waiting to see or hear transpire
are there any parties that are strictly opposed to this or is it just a matter of devil's in the details
if you could give an update on the La Porte facility, the Microsoft or is is there still going on the ground
do you see an opportunity there to serve behind the meter or on the flight? Generation through your guests
is the concern among New Jersey, the legislatures, BPU, etc, that there aren't enough electrons, either energy or capacity in New Jersey
if the state were to go to a regulated generation option, would that need FERC approval
was there anything in the quarter that made this uniquely large, or is this the type of trajectory we should see again this year and then following along the upward-sloping line of transmission inv...
One high-level on the renewable energy standard repeal—any impact? Your thoughts on that process?
that 4.5 gigawatts of committed customers, can you kind of elaborate on who those customers are?
I just want to confirm on the guidance for '26. There's no contribution from the rate case. Is that correct?
would most of that 4.5 gigawatts go into rate base? Or some of that the subscription model that you were talking about that might be outside of rate base?
anything in your initial conversations or putting together the request that you think will be more contentious or less contentious with all the stuff that you've got in there?
on the distribution side, as you hit some of these peak demand and continue to see some of this growth, is there upside opportunity in terms of capital investment or other O&M savings, et cetera, a...
if you strip out the outages, strip out the RES DSM, how is that trending, that core O&M? Is that trending towards your expectations in the first quarter or anything unusual in the first quarter on...
Is the filing going to be purely a formula rate plan such that they just get one filing or is there somewhat of a split here where you have to file a formula rate plan option and a general rate cas...
Any chance that if this is successful that you would shift around CapEx, or is there some opportunity to shift around CapEx between transmission
how does that go together? Right? Would it be then the next rate case that you would implement formula rates because obviously this would be the historical
what's the status of the gas supply and then for the battery ones, battery components. And then in addition, anything beyond 2030
If I run through those numbers that you broke out in terms of projects and gigawatts, it looks like average projects somewhere less than 0.5 gigawatt
how much is midstream becoming a constraint. And then you've also identified that to an extent as part of the upside CapEx opportunities
anything that the Board is looking at? I know you've been on that $0.08 and even $0.07 for a long time increase
I wonder if you could talk a little bit about the dynamic between generation CapEx and transmission CapEx, especially in '28 '29
Wonder if you could quickly go over what's the regulatory process for some of these ESAs that either you're signing now or that you're negotiating in the Upper Midwest
if you get that large load tariff in place, is that upside to the six gigawatts
obviously, hearing a lot around the country, etcetera, about bring your own generation. What's that look like in your area
how easy or difficult is it to identify specific customers who might pay for some of this transmission spend
more uncertainty on the power generation side, demand forecasting outside of your area in Texas, if that makes sense
anything in other -- those other bills out there that would impact you directly at all, again, kind of the power generation focused stuff
What about labor a lot of questions about equipment, and tariffs, et cetera, et cetera. But what about labor availability
do you anticipate any specific regulatory filings, for any of the customers either you have signed