BofA US Power & Utilities Watt's On Tap Next Week 2026 10 09

US Power & Utilities Watt’s On Tap Next Week

09 October 2026 Key takeaways Equity • 10/13-15: AWK hearing tests rate relief and proposed infrastructure recovery United States • 10/15: CAISO sets large-load interconnection and cost-allocation framework Utilities • 10/15: ERCOT defines the scope of its next large-load planning cycle Ross Fowler, CFA Research Analyst BofAS AWK hearing tests rate relief and investment recovery Kentucky-American Water’s three-day evidentiary hearing begins October 13. The F. Paul Cole company is seeking a base-rate increase, approval of a System Improvement Program Research Analyst BofAS and related tariff changes. The proposed mechanism would allow recovery of eligible infrastructure investment between general rate cases. The hearing will focus on the revenue requirement, authorized return, capital spending and customer protections David Rold, CFA Research Analyst embedded in the proposed recovery framework. BofAS CAISO proposal sets the large-load framework Rinny Singh Research Analyst Comments are due October 15 on CAISO’s draft final large-load proposal and tariff BofAS language. The proposal establishes application and study procedures, operating

requirements and service arrangements for new large loads. It also addresses network- Nicolas Woods Research Analyst upgrade cost responsibility, protections against cost shifting, data transparency, co- BofAS located generation and flexible service. The final framework will shape the timing and

cost of connecting incremental data-center demand across PCG, EIX and SRE service territories.

ERCOT advances large-load transmission planning ERCOT’s October 15 Large Load Working Group meeting and Batch 1+ workshop will define the scope of the next large-load study cycle and its integration with Acronyms defined at the back of this comprehensive transmission planning. The sessions will address project eligibility, study report assumptions and the treatment of committed demand in planning models. The resulting framework will influence which projects advance, where transmission constraints emerge and how quickly required network investment moves toward approval and construction.

Weekly Utilities Roundtable – Monday 10/12 at 4:30pm ET Please join us for our weekly roundtable discussion with Ross Fowler, Head of NA Power & Regulated Utilities Research, on the week’s news, our latest research, and what we’re hearing from companies and investors. REGISTER HERE

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The Calendar Exhibit 1: Catalyst calendar for next week Regulatory and other events for the week of 10/12 – 10/16

Date Event Mon • BofA Utilities: Expert call with Congresswoman Miller-Meeks 10/12 • OR - Multi-year plan framework rulemaking under HB 3179 and SB 688, Docket AR 676, 12:30 PM PT Tue • BofA Utilities: Expert call with Energy & Environmental Economics on data center developments 10/13 • AVA - Oregon PUC public meeting on Avista’s 2023 Integrated Resource Plan, Docket LC 81 (time n/a) • POR - Oregon PUC staff workshop on PGE’s Schedule 127 capacity backstop charge, Docket UE 475, 1:30 PM PT • OR - Oregon PUC staff workshop on PacifiCorp’s direct-access tariff, Docket UE 474, 1:30 PM PT • D - North Carolina Utilities Commission public-witness hearing on Dominion Energy North Carolina’s electric rate case, Docket E-22 Sub 765, 7:00 PM ET • AWK - Kentucky PSC evidentiary hearing on Kentucky-American Water’s general rate case, system improvement program and tariff changes, Case , 9:00 AM ET • MISO - Interconnection Process Working Group meeting, 10:00 AM ET • PJM - Nuclear Generation Owner Forum, 10:00 AM ET Wed • D - North Carolina Utilities Commission public-witness hearing on Dominion Energy North Carolina’s electric rate case, Docket E-22 Sub 765, 7:00 PM ET 10/14 • AWK - Kentucky PSC evidentiary…