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Is that something you would look to do on a future quarterly call, or would that need to wait
how you guys view this updated plan in terms of customer bill impact? I guess, particularly in Missouri
The 3.4 gigawatts of construction agreements, I guess, that is inclusive of the 2.2 ESAs, right?
Can you just share some details around that? Is that going to have minimum load commitments for a set period of time?
any update on how you're feeling around maybe the possibility of settling the rate case in this upcoming window?
you guys feel confident that there's not going to be any revisions to that at this point in terms of tightening
you would be interested in submitting bids for under a bilateral fully contracted structure. Is that what I heard
how much of this incremental capital should be reflected in earnings in 2030
It looks like the D&A in '28, '29 is about $100 million lower than the prior guide
maybe you just unpack a bit when we think about 10.5% rate base growth
maybe you could just expand on how the firm load commitments you guys have fit within that framework
what are you guys seeing in terms of the penetration of battery storage in your service territory
the $2.75 billion of equity or equity-like then plus the Ohio asset sale that you've highlighted, right
Is there anything market conditions wise there we should focus on? Or should we just assume that you're going to be able to fully maximize the earnings potential there at RNG
how should we think about that? Can you just remind us on how you would finance that?
what is the potential upside for investment there should more supportive regulation and decisions come your way around -- in terms of just the capital outlook on that mechanism?
when you guys say bias to the upper end, that's with the plan as it stands here today? Or would that need to require some additional capital to push you to the upper end?
you guys would be comfortable, you know, targeting or, you know, being disappointed if you're not sort of at the high end of the range over this forecast
as far as the tax benefits from South Fork and how much of that is reflected in earnings for 2026
upper half toward the upper half, I guess, one that just to be clear, that means, you know, into the upper half in 2028
any other, you know, color you can give on drivers, you know, into 2027 because of sort of the importance of that
can you just sort of outline the drivers of some of the acceleration to get you back in that 5% to 7%
you mentioned the minimal cash tax payments through 2028. Can you just maybe expand upon that and on what's driving that
is the $14 billion of incremental capital entirely attributable to the expansion of that agreement
when should the full earnings run rate be realized on the meta expansion? Is that -- I know you're talking about the CODs are in
on the tariff structure in Arkansas for the new large load customer, maybe you could just speak to that
how much additional headroom would you say you have before you would need to contemplate issuing equity in terms of the CapEx upside
where do you guys stand in terms of addressing the resource adequacy concerns as you look out to the amount of load that wants to come on over the next, call it five to seven years?
on the lessons learned docket, can you just remind us on the timeline and maybe what's the range of outcomes there?
as far as the some timing around clarity from FERC, I mean, you know, commissioner Christie or chairman Christie has been clear to move quickly
can you just remind us what's in the plan, the base capital plan? And then what does the IRP represent
So the CT you are talking about today is 1.1 gigawatts
Does that differ from what your baseline assumes? I would assume the net capacity value of the installed base would be somewhat less and require more generation
What are the assumptions here in terms of earned returns? Is it just at your authorized across the plan
what that could mean for the trajectory of earnings above that 7% as the load starts to come on to the system
is there anything else to think about when you walk that back to earnings growth
can you just speak a little bit to the gas generation build contracting
you've seen some strong progression here from about 3 gigs in Q3 to 3.6 to now 4 gig
Where can that go potentially in terms of just from a capability, supply chain perspective?
how should we think about that impacting the capital expenditure program relative to the $34 billion to $37 billion
How is that resonating with the customer base and stakeholders on the political and regulatory front?
how should we think about the resource mix in terms of additional generation to be built versus purchases? And related, how should we think about the incremental earnings benefit?
Can you maybe explain a little bit around the significance of of senate bill one three and what that could mean for large load customer opportunities in Ohio
should the expectation be you know, smaller contract sizes moving forward, or any thoughts there of how you guys are are framing out the the size and scale
is it practical from just a planning perspective to assume that some of this could be stood up within this window of through '33
if you could speak a little bit to maybe what the return profile or capital structure assumptions are within the GenCo
speak to exposure around any potential issues with the IRA as it relates to renewable tax credits and transferability
is it prudent or is it a preferred outcome to have sort of visibility on the declination filing before filing a special contract
how you guys are evaluating the creditworthiness of the counterparties on some of these data center deals
can you maybe just unpack a little bit of how much of that is actually unallocated?
where in the spectrum would those fall? And what types of projects are we talking about there
what is embedded, you know, in the plan in the six to eight? On that front
how do you evaluate the framework for that, right? Would this be in terms of evaluating how much generation you potentially would need
can you maybe just speak to where you see those relative to maybe your fundamental view or at least relative to where the PTC floor is
is there an opportunity here in the veto session to push for some legislation that could support this
just maybe a little bit more color around what that means. Is that flexibility around being on grid or the timeline
what are you guys seeing on the adoption for demand response
should we think about this as utilizing incremental leverage and seeking returns in excess of regulated rate of returns on these projects within the JV?
what is your preferred solution here? Because on 1 hand, we've got some of the bills pending in Pennsylvania. You've got the JV that you're now pursuing as well
what are you baking in? Is the expectation that these costs are going to continue to increase materially
the outlook is to see where you shake out in the current 5% to 7% through '27, right? And then rebates the 5% to 7% off of that number
is that generally aero derivatives? Is that what you're looking at there
what do you think is driving that sort of mispricing that you see in the curve
How would you consider pursuing that? Does that have to come with offtake agreements or contracting of that output
maybe just some updated thoughts around where the curves are and as you sort of look out to the demand profile
the investment grade over the next 12 to 18 months, can you just speak to that as to what you need to achieve?
your views on the PJM capacity auction clearing at the cap and where maybe we go from here from a policy perspective
Can you just put some more color around that? I assume this is driven by the OBBB depreciation improvements
Was there any additional offsets there or anything that came out?
from an affordability perspective, what's embedded in this plan in terms of the -- on the electric side in terms of average annual rate increases
what should we make of the decision when we get it? I mean does that have any impact on the gas CapEx outlook in Illinois
how quickly can that be developed? I mean, there's a lot of talk in the market about just the lead times
can you just remind us of what the generation capacity looks like, and when you factor in the combustion turbines