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<v ->So, Avik, you're well versed</v>

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in the unprecedented pace and scale of change

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in the power markets.

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Intermittent renewables will triple

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to 40% of generation by 2045.

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Demand for firm power, as you know,

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is growing at rapid rates.

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I've heard you talk about this many times.

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EV penetration will hit 20% of the fleet by 2034.

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It's 2% today, so that's a 10x growth.

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And then layer on top of that,

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aging infrastructure for transmission.

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In the midst of all this, Avik,

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I've really enjoyed listening to you speak

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about the importance of getting closer to the customer,

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that being the biggest opportunity.

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<v ->So today where we are is we're looking at everything</v>

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through the lens of delivering reliable,

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affordable, and clean electricity.

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And historically,

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you would've had to pick two of the three,

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where clean and affordable

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was solar and wind,

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affordable and reliable was natural gas and coal,

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and reliable and clean was hydro and nuclear.

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Now we've gotta combine technologies

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and figure out solutions

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that can deliver all three.

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And why it is so critical now is there's two sides

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to addressing energy transition.

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It's A, changing the supply stack,

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so migrating from greenhouse-gas-intensive sources

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to clean sources.

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But there's another element to decarbonization,

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which is addressing electricity demand,

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which means,

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how do you shift the demand curve for customers?

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The more I can get closer to the customer,

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the more I can address both sides of that curve.

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<v ->As we think about that trifecta of clean, reliable,</v>

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and affordable energy,

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what positions you well

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to go after that opportunity set?

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<v ->It means we've been the ones</v>

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delivering dispatchable generation

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through natural gas.

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We're calling that now FlexGen,

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which is the combination of natural gas plus storage.

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But what we've been doing over the past 15 years

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is we've been buying these assets,

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we've been expanding them,

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we've been making them more efficient,

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we've been reducing greenhouse gas emissions

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from those assets.

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No other public company has been doing that

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while also developing renewables,

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while also looking at decarbonization technologies.

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So, as the market now is shifting to a energy expansion mode

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with growing demand,

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the need for our services is greater than it's ever been,

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because we can actually go acquire

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and expand flexible generation

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that meets that grid reliability,

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and we can customize balanced energy solutions

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for large customers requiring physical electricity,

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and that's where we come in as a solution provider.