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    Julian [Last Name Unknown]'s questions to Ftai Infrastructure Inc (FIP) leadership

    Julian [Last Name Unknown]'s questions to Ftai Infrastructure Inc (FIP) leadership • Q1 2025

    Question

    An analyst, Julian, inquired about the timeline for Repauno's cavern approvals following the May 14 hearing. He also asked for details on the potential structure of data center deals at Long Ridge and sought an update on the Nippon Steel-U.S. Steel transaction's potential impact on Transtar.

    Answer

    Ken Nicholson, CEO, explained that the Repauno cavern permit is expected within 30-45 days of the hearing, potentially allowing Phase III construction to begin later in 2025. For Long Ridge, he detailed a typical data center deal involving a land lease and providing backup power, which would preserve the existing plant's $160 million EBITDA and add an estimated $70 million annually. Regarding the Nippon deal, Nicholson noted the company is encouraged by recent developments and sees an approved transaction as an incremental positive for Transtar.

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    Julian [Last Name Unknown]'s questions to Constellation Energy Corp (CEG) leadership

    Julian [Last Name Unknown]'s questions to Constellation Energy Corp (CEG) leadership • Q3 2024

    Question

    An analyst identified as Julian from Jefferies, asking on behalf of Paul Zimbardo, questioned management's confidence in bringing a data center deal to market soon after the recent FERC ruling and whether it represented a timeline setback. He also inquired about the potential structure of contracts for nuclear uprates.

    Answer

    President and CEO Joe Dominguez stated he doesn't "over-rotate" on the narrow FERC ruling, viewing it as part of an anticipated process. He affirmed that discussions with customers are intensifying and the company is "moving at pace" on all fronts, including front-of-the-meter deals and uprates. Regarding uprate contracts, Dominguez described them as a "scarce opportunity" and suggested they would be packaged with other strategic opportunities, like relicensing, for customers interested in a broader relationship.

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