“So look, that business has done great, and we expect it continue to be a solid contributor going forward, but some of what we saw coming off of '22 has subsided and that's really the commentary that we were trying to get across in our prepared remarks today.”

In context

“-year drag. And I know last quarter, it was minus $0.03 as well, although it was positive in the first quarter. I know it's a bit of a more volatile business, but can you just talk a little bit about the dynamics for customer supply at near and maybe some thoughts on the outlook? John Ketchum : Yes. I think what you're seeing at our customer supply business. Number one is you got to remember, coming off of 2022, we had very high gas prices, which created a lot of volatility and high margins in that business, not only for us, but for others that participate in that business. Obviously, as gas prices have subsided, we've seen less volatility in that market. Some of the margins have come in a bit and more normalized. And I think we've seen that carry over to the origination activity as well. So look, that business has done great, and we expect it continue to be a solid contributor going forward, but some of what we saw coming off of '22 has subsided and that's really the commentary that we were trying to get across in our prepared remarks today. Andrew Weisel : And congratulations on swift storm restoration efforts. Operator: This concludes our question-and-answer session. The conference has now concluded. Thank you for attending today's presentation. You may now disconnect.”