CLAIM #23500 · Exelon Corporation (EXC) · 2025Q2 earnings call · Jul 31, 2025

“Yes. I think it depends on the outcome of the procurement that Mike mentioned. But I think sometime next year, we'll have more clarity for sure on all of our states.”

Jeanne Jones · CFO

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In context

“terms of timing would be the Maryland legislation, which has a definitive request out there for 3,000 megawatts of power. We'll know that by October, whether that's met by the competitive market. And I think if that's not met, that would probably be the next time -- in the timeline to trigger some additional action. Calvin G. Butler: Thank you, Mike. Paul, does that answer your question? Paul Andrew Zimbardo: Yes, it does. And just a follow-up, and I appreciate that timing, Mike. Is it something that could be ready for a fourth quarter refresh when you do that next roll forward just given the Maryland opportunities, Delaware, New Jersey, just purely on the storage side? Is that something that could be ready in time for fourth quarter? Or could it take a little bit longer? Jeanne M. Jones: Yes. I think it depends on the outcome of the procurement that Mike mentioned. But I think sometime next year, we'll have more clarity for sure on all of our states. Calvin G. Butler: And Paul, as you know how we do this, we're very deliberate about rolling forward on what we share with you. We're not going to speculate. We're going to be consistent and transparent in everything we do. And I promise you, we'll bring that to you as soon as we have some clarity on where it's going. Operator: Our next question comes from the line of Anthony Crowdell from Mizuho. Anthony Christopher Crowdell: Paul Z took my PJM question. Just if I could look at the $10 billion to $15 billion of potential transmission opportunity. When do -- or timing on when I could see that move into the base plan for the company? Is that on like a fourth quarter refresh? Can you give us some more timing of when that becomes part of your base plan? Jeanne M. Jones: Yes, Anthony, it's Jea”

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SEC filings for EXC ↗ · Quote is verbatim from the 2025Q2 earnings call.