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CLAIM #45555 · Nextera Energy Inc (NEE) · 2025Q4 earnings call · Jan 27, 2026 · due Dec 31, 2032

In renewables, it's about 15% to 20%. In storage, about 20% to 30%, and in gas, through 2032, it's only 5% to 10%, you know, market share.

John Ketchum · CEO

PENDING
graded after results covering Dec 31, 2032 are reported

How to check this claim

Look at: Company's national market share of new-build capacity additions through 2032, by technology (renewables, storage, gas)

It came true if: Renewables market share 15%-20%, storage market share 20%-30%, gas market share 5%-10%, cumulative through 2032

Where: Company investor conference materials and management commentary on market share, cross-referenced with industry capacity addition data (e.g., EIA or company-disclosed development pipeline)

In context

e a sub part of that to tie back what Steve said. How would you set milestones or expectations in FPL specifically? I know you guys talked about the 2028 starting time on a data center. Is that coming sooner or later relative to the near efforts on the hubs? John Ketchum: Yeah. Let me go ahead and take those in order, Julien. Yeah. So first of all, let's just talk about the development expectations that we laid out at the investor conference. As I've said before, they're not heroic. Right? I mean, they're basically as long as we can do, you know, through 2032 what we've done over the last ten or twenty years, we're gonna be in great shape. Right? I mean, we're counting on, you know, market share that is very consistent with what we've been able to achieve over the last one to two decades. In renewables, it's about 15% to 20%. In storage, about 20% to 30%, and in gas, through 2032, it's only 5% to 10%, you know, market share. You know? So we feel very good, first of all, with the base forecast. Second, when you mentioned the 15 by 35, one of the things that I wanna make really clear is that 15 by 35 is just an origination channel. Right? That's a program that we have on the origination side to hit those very reasonable, very realistic development expectations. It's one of many ways to get there. And when you unpack that 15 to 35 gigawatts, the composition of it is roughly six gigawatts of gas-fired generation by 2035, and it's going COD by 2035, you know, to hit that. And it's a mix of renewables and storage for the balance. So we feel good about where we stand. We hope to be able to do, you know, a little bit better than that. Actually, let me make one clarification. That's six gigawatts of gas by 2032. I sai

Verify independently

SEC filings for NEE · Claim quote is verbatim from the 2025Q4 earnings call.