Question · Q3 2025
James Constantine, on behalf of Shah Pourreza, inquired about the integration timeline for the $250 million CapEx update, the pre-approval settlement, and the 800 MW from the Integrated Resource Plan (IRP) into OGE Energy's capital plan, including any acceleration in the RFP process. He also asked about the impact of new regulatory constructs on ROE lag and the outlook for 2026 load growth.
Answer
Sean Trauschke, Chairman, President, and CEO, indicated a continuous flow of updates, with the pre-approval expected in weeks, followed by additional filings from the last RFP and a new RFP. Chuck Walworth, CFO, noted that new regulatory constructs are accretive to OGE Energy's strong track record of minimizing ROE lag, with details in the 10-Q. He deferred a full 2026 load growth update to the February call, stating no change in underlying fundamentals.