The Week Ahead: Wind Permitting (DoD) in Focus; HTO Quadvest Progressing in TX; AZ ACC Election; NEE - D Files Approvals; AWK PA GRC Complete - Positive; WEC / LNT - ATC Vantage Line Discovery; Weekly Data Points & More.

Research evidence excerpt

The Week Ahead: Wind Permitting (DoD) in Focus; HTO Quadvest Progressing in TX; AZ ACC Election; NEE - D Files Approvals; AWK PA GRC Complete - Positive; WEC / LNT - ATC Vantage Line Discovery; Weekly Data Points & More.

sed on ORCL's commitment to the project.

The Commission is also examining the customer's financial standing under the existing

Payment and Cancellation Agreement, including whether the customer satisfies the required

credit metrics or has posted financial security such as a letter of credit or cash collateral.

In addition, PSCW requested an assessment of how the absence of a signed service agreement

affects the certainty of the project's need and whether the transmission investment remains

justified. Finally, staff asked WEPCO to discuss alternatives that could potentially reduce the

need for new transmission infrastructure, including behind-the-meter generation and other

bespoke resource options.

Overall, the data request appears focused on validating the customer's commitment, financial

backing, and the necessity of the proposed transmission build. We see this is one side issue to

watch for ORCL's overall commitment to the project while there has been some volatility of late

regarding collateral payments. ORCL is also suing the PSC in Ozaukee County court.

PNW and FTS / FTS.TO: Two Arizona Commissioners Reportedly Accept

Prohibited Donations

The Arizona Capitol Times (see link) is reporting that two Arizona Corporation Commission

(ACC) incumbents Nick Myers and Kevin Thompson, who are seeking reelection, accepted 212

campaign donations from utility executives, lobbyists, attorneys, developers, and other

individuals with business before the Commission. Campaign finance records reviewed by the