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    Rinny Singh • Bank of America

    Rinny Singh's questions to Talen Energy Corp (TLN) leadership

    Rinny Singh's questions to Talen Energy Corp (TLN) leadership • Q2 2025

    Question

    Rinny Singh from Bank of America asked for Talen's view on data center clustering in Pennsylvania and its implications for the Susquehanna and Freedom sites. She also requested an update on the ISA rehearing and its potential impact on future contracts, even with the AWS deal moving to front-of-the-meter.

    Answer

    CFO Terry Nutt expressed a bullish view on data center clustering in Eastern Pennsylvania, noting it benefits the entire portfolio, especially the strategically located Freedom and Susquehanna assets. CEO Mark McFarland affirmed that while the AWS contract is now front-of-the-meter, Talen continues to legally pursue the behind-the-meter ISA case to ensure all options, including grid-connected and behind-the-meter solutions, remain available for future development.

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    Rinny Singh's questions to PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) leadership

    Rinny Singh's questions to PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) leadership • Q2 2025

    Question

    Rinny Singh, on behalf of Ross Fowler at Bank of America, asked which affordability-focused bills from the recent legislative session have the most traction. She also inquired about the potential for incremental generation from nuclear fleet upgrades beyond the announced Salem project.

    Answer

    Chair, President & CEO Ralph LaRossa noted that with the legislative session closed, the focus is on finding comprehensive solutions for customers rather than specific bills. He confirmed that engineering for nuclear upgrades is progressing, with the Hope Creek unit being prepared for a 24-month fuel cycle this fall and more details on Salem upgrades expected by year-end.

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