“So we feel like we are really in great position and on track on that build.”

In context

“aybe biasing towards the later years there, just given where we stand already? John Ketchum: Yeah, good question, Julien. So let me just start with – take that in chunks, because everyone knows our development expectations are ‘23 to ‘26. So let's just start with the first two years and then we'll talk about the second two years. So for ‘23 through ‘24, we are in great shape. We are already within the range as we had expected to be. And then on ‘25 and ‘26, you know if you go back to the beginning of ‘22, and you add up where we are today, we've already added 12 gigawatts just in the last six quarters. That puts us in great shape against ‘25 and ‘26, because now we have 15 gigawatts to get to the midpoint and if you kind of work backwards from ‘26, that's 3.5 years to get 15 gigawatts. So we feel like we are really in great position and on track on that build. And I think there's some real tailwinds that we're going to start to see come forward and I want to explain some dynamics, you know just around what we've seen in the renewable industry, which was part of your question Julien. Let's just go back to ‘22. I mean, in ‘22 we saw a lot of supply chain issues that started to surface. And then we saw here a flip, we saw circumvention and that cost them delays. It also cost us outages supply, because some developers are scrambling for panels that they thought they could get into the country, which I think for a short period of time drove prices up. The great thing is, all those 22 projects that got delayed in to ‘23 are now starting to go into commercial operation. That's a really good news, good news for customers, because those customers that”