Aditya Gandhi's questions to OGE Energy Corp (OGE) leadership • Q4 2024
Question
Aditya Gandhi of Wolfe Research asked about the long-term load growth assumption beyond 2025 and for an update on the Core Scientific data center near Muskogee. He also sought to clarify if potential SPP ITP transmission CapEx is in the new plan and if management felt comfortable guiding within the 5-7% growth range.
Answer
CFO and Treasurer Charles Walworth stated the long-term load growth outlook remains around 2%+, with upside from potential projects. Chairman, President and CEO R. Trauschke added there was nothing new to communicate on the Muskogee opportunity and confirmed SPP ITP CapEx is not yet in the plan. He affirmed comfort with the 5-7% long-term growth rate, emphasizing consistency over pointing to a specific end of the range for any single year.