Question · Q3 2025
Brian Roussillon asked about OGE Energy's competitive position to pursue more projects within the upcoming 2025 SPP ITP plan, which is anticipated to be significantly larger than the 2024 plan. He also inquired about the planned large load tariff filing as part of the pre-approval settlement, specifically if it relates to ongoing contract negotiations for the Google Stillwater project. Lastly, he sought clarification on the 2025 load growth outlook of 7.5%, questioning if it represents the lower end of the prior range and its underlying drivers.
Answer
Charles Walworth, CFO, confirmed OGE Energy's close involvement with SPP and acknowledged a robust plan, but noted that firm details are pending SPP board meetings. Sean Trauschke, Chairman, President, and CEO, stated that the large load tariff filing is a settlement requirement and would occur either with the next rate case or earlier if an agreement is finalized. Mr. Walworth explained that the 7.5% load growth outlook is primarily due to the 'chunky' nature of certain loads and timing issues, with one customer's connection delayed by approximately a quarter.