“I would expect - that's my point around opportunity that given the position that we're in around tariffs, I expect a lot of opportunity to come our way as small developers just aren't in the position we are.”

In context

“he obvious reasons we just covered. So I don't think I need to spend time on that. I look at this as a huge opportunity for us because we compete again against a lot of small developers, and they don't have the buying power or the leverage in contracts to be able to shift risk like we can. We started looking at this 3 years ago. We've been at it. We didn't just wake up on November 6 and say, oh my God, what do we do about our supply chain? I mean we've been thinking about this for years. And so we put the right things in place. This is going to create a lot of opportunity for us. So if circumvention is any example, what happened in circumvention is a lot of small developers blew themselves up, couldn't satisfy their commitments with their customers and a lot of demand came our way. And so I would expect - that's my point around opportunity that given the position that we're in around tariffs, I expect a lot of opportunity to come our way as small developers just aren't in the position we are. They're trying to absorb a significant amount of risk, particularly those that are - that have entered into contracts for batteries, because they probably are buying from Chinese manufacturers and don't have domestic contracts and don't have the position that we have. Nick Campanella: Thanks for that. And then just maybe a quick update on where you stand in the Duane Arnold contracting opportunity. I think you were working through an engineering study beforehand. How is that kind of progressing? And how have discussions been in terms of getting a contract for this site? Thanks. John Ketchum: It's going great. We continue to make a lot of progress at Duane Arnold. We have seen no showstoppers there and continue to see a lot of demand for generation from the project. So I think it continues”