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    Karl Rabago

    Research Analyst at Jefferies

    Karl Rábago is Principal at Rábago Energy LLC, specializing in utility regulation, renewable energy policy, and distributed energy resources. Throughout his career, he has influenced market developments for clean technologies, providing analysis on utilities such as Austin Energy and collaborating on benefit-cost frameworks for distributed energy resources. Rábago brings over thirty years of experience spanning positions as a public utility commissioner, executive at AES Corporation, nonprofit leader at Rocky Mountain Institute, and educator with a record of policy advocacy and published research. Holding advanced legal and energy policy credentials, he is regularly called as an expert witness in energy proceedings and contributes to influential industry standards.

    Karl Rabago's questions to ALLIANT ENERGY (LNT) leadership

    Karl Rabago's questions to ALLIANT ENERGY (LNT) leadership • Q1 2025

    Question

    Karl Rabago from Jefferies sought to clarify if achieving the top end of the EPS CAGR is based on the current capital plan, with uncontracted opportunities representing further upside. He also asked for more color on the favorable 20% tariff situation for its batteries, questioning if the sourcing strategy had changed.

    Answer

    Executive Robert Durian confirmed that hitting the top end of the EPS growth range by 2027 is based on the current plan, and any additional data center load would be incremental upside. Executive Lisa Barton explained that the company proactively managed its supply chain and that even with a 20% tariff, the batteries sourced from China remain the lowest-cost option compared to domestic alternatives.

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