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    Julian Smith

    Senior Equity Analyst at Jefferies

    Julien Dumoulin-Smith is a Senior Equity Analyst at Jefferies, specializing in the Utilities sector and covering more than 100 companies including Vistra Energy, NextEra Energy, NRG, and Core Scientific. He holds a strong performance track record, ranking #1,874 out of 9,948 Wall Street analysts, with a 54% success rate and an average return of +4.4% per rating, including highlights such as a +315% return on Vistra Energy. Julien started his analyst career in 2015 and has since built a reputation at Jefferies for providing insightful research and investment recommendations relevant to utility and energy-focused equities. He maintains professional credentials consistent with industry standards, although specific securities licenses or FINRA registrations were not publicly detailed.

    Julian Smith's questions to Evergy (EVRG) leadership

    Julian Smith's questions to Evergy (EVRG) leadership • Q2 2025

    Question

    Julian Smith from Jefferies asked about the primary gating factor for serving its large load customer pipeline and whether the new earnings sharing mechanism in Kansas should be considered a precedent for future proceedings.

    Answer

    CEO David Campbell explained that serving the large load pipeline is a balance of both customer development timelines and Evergy's ability to advance infrastructure, emphasizing that the top 4-6 GW are the most advanced. Regarding the Kansas earnings review, Campbell noted that while it formally applies until the next rate case, it does set a precedent. He framed it as a positive development for a jurisdiction that has historically under-earned its authorized returns.

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    Julian Smith's questions to IDACORP (IDA) leadership

    Julian Smith's questions to IDACORP (IDA) leadership • Q1 2025

    Question

    An associate for Julian Smith asked if the 2028 and 2029 RFPs would accommodate new large load customers, sought an update on negotiations with a previously mentioned data center, inquired about the recovery strategy for major transmission projects, and asked for the capacity of the 2028 RFP shortlist.

    Answer

    CEO Lisa Grow explained that new load needs could potentially be met by existing RFP projects or might require new RFPs, and confirmed data center negotiations are ongoing. VP Tim Tatum and CFO Brian Buckham stated that all options, including general rate cases or one-off filings, are on the table for timely recovery of transmission investments. Executive Adam Richins noted the 2028 RFP shortlist includes several hundred megawatts of capacity and an Idaho Power-owned project.

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