George Sutton

“Wes, I wanted to start with the 1.3 gigawatts of U.S. capacity that you're currently marketing. During the last call, you noted your experience in a healthy market at present and would expect base rates to improve on a risk-adjusted basis.”

“On the Rx side, a couple of dynamics I just wanted to ask about. First, on the pricing impacts of the IRA, just so we fully understand. I understand that went into effect in early 26, but how impactful, if you can quantify that.”

“Dan, I wondered if you can give us a little more of a view on the slow construction in Q2 and then the ramp that you expect.”

“So the $4 to $5 billion strategic procurement that you're working on with multiple OEMs, can you just walk through what that means in terms of opportunities in your pipeline and also what you mean by the multiple OEMs?”

“So, Kelly, I'm particularly enthused to see the partner strength in front of the mandates actually going into effect. Can you just give us a little picture on sort of the focus?”