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. " "