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CLAIM #54139 · Southern Company (SO) · 2024Q3 earnings call · Oct 31, 2024 · due Feb 28, 2025

Those things on their own that are known are roughly $3 billion of incremental capital relative to our $48 billion plan. It won't surprise me, given what we're seeing, that there are several billion dollars on top of that reflected in our plan in February.

Dan Tucker · CFO

PENDING
graded after results covering Feb 28, 2025 are reported

In context

But again, we will evaluate it when we get there. You mentioned a lot of the moving parts here. We shared earlier this year that our long-term sales growth or at least the back half of the plan was close to 6%. With everything we're seeing, when we update our plan in February for you all, I won't be surprised if that's a higher number. When we get to February, we'll unveil our capital plan. We've already talked along the way and disclosed in our Q several things that are incremental to our capital plan earlier this year, handful of Southern Power projects, little bit of refinement around the Georgia Power IRP process, that IRP update around storage and the cost of plant Yates and its certification. We've seen the details around the Southern Natural pipeline opportunity that we own 50% of. Those things on their own that are known are roughly $3 billion of incremental capital relative to our $48 billion plan. It won't surprise me, given what we're seeing, that there are several billion dollars on top of that reflected in our plan in February. So we're taking a long-term view here. There's lots of opportunity. We're being very disciplined about how we approach this. Nick Campanella: That's great, Dan. I appreciate all that context. Thank you for that. And I know the IRP filing is coming. You guys have been kind of leader in the nuclear space. Can you just kind of talk about how this fits into the company's wider generation outlook, even if it's not kind of the consolidated level? Are there re-licensing opportunities? Are, there uprate opportunities to consider? And there was discussion about potential multi-state framework? Is that something that you are part of? Maybe you could talk about this a little bit. Thanks. Dan Tucker: Yes. Look, there's obviously a lot in that question as well. Let's just put it in the context of the

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SEC filings for SO · Claim quote is verbatim from the 2024Q3 earnings call.