Investment And Growth StrategySignificant rate base growth opportunities ahead with over 15 GW of incremental data center load coming this decade, major transmission buildout, new renewables generation, and distribution grid reliability enhancements.
Leadership And Strategic DirectionNew CEO presents a reboot opportunity for a company bogged down by central planning, excessive committees, and a lack of ultimate accountability.
Regulatory And Financial OutlookThe company's growth outlook is driven by an investment program focused on supply decarbonization and transmission, which should support a premium valuation over time.