Regulatory Progress and CapEx Plans
Q: Updates on Louisiana and FERC; impact on capital allocation and CapEx?
A: Management reported progress in Louisiana and FERC processes, emphasizing that while work remains, they are pleased with the settlements coming together. These developments may set the stage for revisiting capital allocation and CapEx plans, with a full update expected at EEI in November.

FRP and SERI Settlements Impact
Q: How do FRP and SERI settlements affect earnings and cash flow forecasts?
A: The settlements address the formula rate plan extension and resolve prior issues, effectively "clearing the deck" of major litigation. Management affirmed that these settlements are considered in their EPS and cash flow outlooks, which remain on track.

Industrial Sales Growth Outlook
Q: Status of industrial sales growth and long-term outlook?
A: The company is on track to achieve about 4% industrial sales growth for the full year, with most growth coming late in Q4. A strong pipeline supports the long-term growth trajectory, and contracts with new customers provide bottom-line protection even if there are delays.

Data Center Opportunities
Q: Updates on data center opportunities and potential acceleration?
A: Management is optimistic about data center growth beyond the existing AWS agreement, with a pipeline of 5 to 10 gigawatts under discussion with prospective customers. They highlight structural advantages like low energy rates and supportive regulatory environments, expecting to provide details when ready.

Renewables RFP and Utility-Owned Assets
Q: Could we see more utility-owned assets in renewables RFPs?
A: The company plans for owned renewables as shared in their recent capital view. They will provide updates as RFPs progress, with a large RFP expected in the fall for Louisiana.

Hardening Plans Post-Beryl
Q: Any amendments to Texas hardening plans after storm Beryl?
A: Post-Beryl, management is engaging stakeholders to potentially adjust the resiliency plan in Texas. There's an opportunity to revisit plans and possibly address items not included in previous legislation, with discussions open and a legislative session upcoming.

Pension Lift Out Impact
Q: How does the pension lift out reduce volatility; any more planned?
A: The pension plan is now funded at 96%, reducing volatility. While another lift out is possible if conditions are favorable, management believes they are in a good place currently.

AWS Facility Regulatory Approvals
Q: What approvals are needed for the AWS facility; any CapEx details?
A: The Mississippi Commission, supported by the legislature, has preapproved the CCN process, allowing rapid progress on the AWS facility. CapEx specifics have not been disclosed, but updates will be provided as projects are announced.

Addressing Vegetation and Right-of-Ways
Q: How to address vegetation issues affecting lines; expansion of right-of-ways?
A: Management emphasizes proactive communication and investment to accelerate resiliency. Expanding right-of-ways would require commission approvals and is being discussed on a jurisdiction-by-jurisdiction basis.