The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Jeremy Tonet - JPMorgan - Analyst
: Hi, good morning.
Question: Jeremy Tonet - JPMorgan - Analyst
: I just want to start off with the with the additions as you laid out there. It seems like a lot of activity percolating and just wanted to
see the 350 that you referenced there. I just want to make sure that's separate from the 2.3 gigawatt referenced or just want to kind
of clarify that point in the outlook there.
Question: Jeremy Tonet - JPMorgan - Analyst
: Okay. Got it. And then just wondering if you could expand a bit more, I guess, as these additions continue how that looks for the
need for new generation here compounds, I guess, some of the factors that you laid out earlier, just -- any other thoughts would be
helpful.
Question: Jeremy Tonet - JPMorgan - Analyst
: Got it. That's very helpful there. I just wanted to go back to the IRA, if you could, and, there's a lot of uncertainty at this point. But in
the market, there's a lot of attention on transferability if there were any changes there if that was taken away, I guess, the impacts
that might have on your plan or how you think about potential offsets there as needed.
Question: Jeremy Tonet - JPMorgan - Analyst
: Thank you for the thought. No one likes the sausage making. Thanks.
Question: Carly Davenport - Goldman Sachs - Analyst
: Hey, good morning, thanks so much for taking the questions today. Maybe to start, just as we think about the macro environment
and the higher degree of uncertainty, is there anything that you're seeing or hearing from your customers, particularly on the
commercial or industrial side giving any early indications of any potential pockets of slowdown or changes in plans for future load?
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MAY 02, 2025 / 2:00PM, AEE.N - Q1 2025 Ameren Corp Earnings Call
Question: Carly Davenport - Goldman Sachs - Analyst
: Hey, sorry, the line cut out there for a second. can you guys still hear me?
Question: Carly Davenport - Goldman Sachs - Analyst
: Great. I missed the last maybe 10 to 15 seconds, Marty, of your kind of.
Question: Carly Davenport - Goldman Sachs - Analyst
: I know you started out on the data center piece and then I lost you for the last bit there.
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MAY 02, 2025 / 2:00PM, AEE.N - Q1 2025 Ameren Corp Earnings Call
Question: Carly Davenport - Goldman Sachs - Analyst
: Great. Appreciate it. And then maybe just a quick follow-up on the broader capital plan. I know you had some high-level comments
in the prepared on tariffs being manageable. Is there any quantification you can provide on the exposure of the overall capital plan
to tariffs?
And if there's any particular vertical that maybe is driving that exposure?
Question: Carly Davenport - Goldman Sachs - Analyst
: That's really helpful. Thank you so much for the time.
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MAY 02, 2025 / 2:00PM, AEE.N - Q1 2025 Ameren Corp Earnings Call
Question: Paul Fremont - Ladenburg Thalmann - Analyst
: Thank you very much. I guess is there a cost estimate just on the Castle Bluff 800-megawatt plant now that you procure the turbines?
Question: Paul Fremont - Ladenburg Thalmann - Analyst
: Great, thank you very much.
Question: David Paz - Wolfe Research - Analyst
: Hey, good morning. Thanks for the time.Hey David. Hey, just quickly, just as and then I appreciate the update, thorough as always,
but.
But as you stand today, do you see your EPS growth in the second half of your planning period toward that upper. End of 6 to 8?
Question: David Paz - Wolfe Research - Analyst
: Great, that's good to hear. Thank.
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