“we have estimated the impact to be around 1.5% of our four-year capital and O&M investment plan before any mitigating efforts with the majority impacting capital.”

In context

“fulfill our responsibility and privilege to serve the 10.7 million customers that count on us for their energy needs. Those mechanisms need to provide accurate compensation for our investors while allowing for the critical feedback and collaboration necessary to ensure we are only investing where our jurisdictions want us to invest. We recognize some of our customers are broadly struggling with economic uncertainty as we all navigate updated tariff policies, federal budget reprioritization, and increased energy supply costs. Weather extremes like our first cold winter in years only exasperated those pressures. We do feel that we are relatively well-positioned to protect our customers as it pertains to the proposed tariff policy with approximately 90% of our supplies sourced domestically, we have estimated the impact to be around 1.5% of our four-year capital and O&M investment plan before any mitigating efforts with the majority impacting capital. The impacts will also be delayed as a result of our inventory levels and long lead time requirements. With our size, scale, and deconcentrated investment plan and the culture of cost discipline, we expect to be able to manage any tariff-related impacts highlighting the value of Exelon's platform. And while we are advocating for the continuance of the tax credits under the IRA law, we are not directly exposed to any reductions in those nor to any transferability restrictions. As Jeanne mentioned, we remain committed that we will be able to improve our position with respect to the corporate alternative minimum tax associated with that law. We will continue to leverage a variety of tools to assist customers including deferred payment plans as well as suspended disconnections and associated f”