“On the return side, continuing to see returns trend up across the board.”

In context

“John Ketchum : Yes. I'll go ahead and start and then turn things over to Brian. So first of all, when you think about renewables and contracting, we've always said that there's immense option value that translates in the terminal value on all the investments that we make. And so when you look at the investment footprint we have across the board on renewables, it translates into a couple -- 2 or 3 different opportunities. One is recontracting. And obviously, we benefit from the fact that we have substantial energy demand that's trying to be met by generation solutions, but supply is not matching demand today, which is resulting in higher pricing across the board, and that's creating significant opportunities that is really improving the terminal value of our entire portfolio. Then you think about the option value embedded in everything that we've been -- built. And yes, I talked a lot about storage as being a co-location opportunity around our solar and wind portfolio. But basically, every asset that we build comes with an immense storage opportunity. And think about -- one of the things I don't think we probably spent enough time talking about is the hubs as well on that option value creation opportunity because when you think about building a hub that's rooted in gas-fired generation, for example, to meet NERC requirements, it's going to have to also come with a behind-the-meter reliability solution around storage. And there'll be significant -- every hub we build is a massive enabler for battery storage, which we don't really spend enough time talking about. And then when you think about bringing these hubs together and you think about speed to power and you think about long-term solutions as you ramp with your hyperscale customer as they grow into their compute capacity at a site, that speed to power solution, many times we're finding is starting with a renewable solution because we can get that on the market in 12 to 18 months quickly, then we're moving to gas, then we're moving to more battery storage to provide that redundancy behind the meter. So there's just an immense option value in what we've built. On the return side, continuing to see returns trend up across the board. And I think as you -- we move forward with these scale solutions around hubs, those command because of the ability to provide a comprehensive solution across generation types and to bring other benefits to bear through our vertical integration strategy and our operating platform, there's a premium to be paid because it's a unique skill set that nobody has, and the market is willing to pay you for that. So that's kind of how I look at it, Nick. Brian, I don't know if you have anything you want to add to that.”