John Ketchum

Ketchum 称修订后的弗吉尼亚申报旨在提供即时电费减免，同时保持扩建能源基础设施所需的财务与运营能力。

NextEra Energy 董事长兼 CEO John Ketchum 表示，修订后的申报旨在提供即时的电费减免，同时保留扩建弗吉尼亚能源基础设施所需的财务和运营能力。

原文 (en)

NextEra Energy chairman and CEO John Ketchum said the revised filing was designed to provide immediate bill relief while preserving the financial and operating capacity needed to expand Virginia's energy infrastructure.

Ketchum 表示 NextEra 将在已提出的大规模福利方案之外做出更多承诺，认为弗吉尼亚不应在当前电费减负与未来可负担、可靠的电力之间二选一。

我们已经为 Dominion Energy Virginia 的客户、员工和社区提出了一揽子历史性的福利方案，而且我们还会做得更多。弗吉尼亚不应该在眼下的电费减负与未来可负担、可靠的电力之间做选择。

原文 (en)

We have already put forward a historic package of benefits for Dominion Energy Virginia customers, workers, and communities, and we are going even further. Virginia should not have to choose between relief on electric bills today and affordable, reliable power tomorrow.

Ketchum为收购Dominion辩护，强调向弗吉尼亚提出的近20亿美元电费抵免是同类交易中最高的。

在我们目前的方案中，提交给弗吉尼亚州SCC的电费抵免接近20亿美元。这是同类交易中迄今为止最多的。

原文 (en)

We have almost $2 billion in rate credits in front of the Virginia SCC in our current proposal. That’s by far the most in any transaction of this nature,

Ketchum称NextEra在可再生能源和储能领域的领先地位使合并后的公司最有能力实现弗吉尼亚《清洁经济法》目标。

就清洁能源而言，我们是全球可再生能源领导者，也是全球储能领导者。如果我们做不到，我不知道还有谁能实现《清洁经济法》的目标。

原文 (en)

When I look at clean energy, we are the world’s leader in renewables. We are the world’s leader in storage,” Ketchum said. “If we can’t get it done, then I don’t know who can in terms of the Clean Economy Act.

Ketchum表示NextEra将在11月中旬听证会前提交有力的反驳意见回应反对方证词。

我们非常期待11月中旬向委员会陈述此案，并期待回应周一收到的利益相关方证词，我们仍在研究，几周内将提交非常有力的反驳。

原文 (en)

Really looking forward to bringing this case forward in front of the commission in mid-November and really looking forward to responding to the intervenor testimony that we saw come in Monday that we are still digesting in a very strong rebuttal that we will file here in a couple weeks,

Ketchum 称，按收费模式开发的联邦支持能源枢纽项目至少可带来自有运营收益的一半，配套储能还有进一步上行空间。

Ketchum 表示，这些项目带来的收益可至少达到 NextEra 自己持有并运营这些设施时预期收益的一半，而配套的电池储能还可能扩大机会。

原文 (en)

Ketchum said the projects could generate at least half of the earnings that NextEra would expect from owning and operating the facilities, while co-located battery storage could expand the opportunity.

Ketchum 称联邦支持的能源枢纽模式能带来自有运营至少一半的收益，同时大幅降低 NextEra 的资本需求。

Ketchum 告诉分析师，这些能源枢纽产生的收益应至少相当于 NextEra 自己拥有并运营这些项目时预期收益的一半，同时大幅降低资本需求。

原文 (en)

Ketchum told analysts the hubs should generate at least half the earnings NextEra would expect if it owned and operated the projects itself, while sharply reducing its capital needs.

Ketchum 称 Duane Arnold 核电站重启是数据中心自行承担成本的范例，长期超大规模客户合同使居民用户无需分摊费用。

这是数据中心自掏腰包的完美范例。我们能够就该项目与一家超大规模云厂商签订长期合同，因此爱荷华州居民用户不需要承担任何成本。

原文 (en)

This is a perfect example of data centers paying their own way,” Ketchum said in an interview. “We’re able to sign a long-term contract with a hyperscaler for that project. So none of the costs are being paid by residential customers in Iowa.

Ketchum称NextEra凭借全球最大可再生与清洁能源运营商的业绩，最有能力满足弗吉尼亚《清洁经济法》的要求。

如果我们都做不到，我不知道还有谁能满足弗吉尼亚《清洁经济法》的要求。

原文 (en)

If we can’t do it, I don’t know who else can when it comes to meeting the requirements of the Clean Economy Act in Virginia,

Ketchum表示合并后公司将成为美国第二大核电运营商，最有能力实现弗吉尼亚的能源目标。

合并后的公司将成为美国第二大核电运营商。把这些要素放在一起看，没有哪家公司比我们更适合实现弗吉尼亚的目标。

原文 (en)

The combined company would become the "second largest in the U.S. when it comes to nuclear," he said. "When you look at the pieces and put them together, there’s just no company better positioned to deliver on Virginia's goals."

Ketchum承诺加快弗吉尼亚储能和新增发电建设，缓解进口电力成本，同时保持电费可负担。

如果我们不能加快弗吉尼亚的储能建设，以缓解当地在电量和容量方面面临的高额进口费用，我会非常失望。尽快投运新增发电很重要，但必须以客户可负担的方式进行，我认为我们能做到。

原文 (en)

I'll be super disappointed if we can't accelerate the storage builds in Virginia, to help alleviate some of the high import charges they're facing both on the energy and the capacity side," he said. "It's very important we get new generation up and running as quickly as we can but do it in a way that's affordable for our customers, which I think we can.

Ketchum 认为与 Dominion 的合并是弗吉尼亚实现《清洁经济法案》要求的最佳途径，若 NextEra 做不到，别人也难以做到。

如果我们都无法完成这件事，就我所知，在满足《弗吉尼亚清洁经济法案》要求方面，没有其他人能做到。

原文 (en)

If we cannot get it done, I do not know who else can in terms of meeting the requirements of the Virginia Clean Economy Act,

面对弗吉尼亚监管人员建议否决670亿美元收购Dominion的意见，Ketchum表示毫不退缩，期待推进该案。

推进/打赢这场案件

原文 (en)

prosecuting this case

John Ketchum 表示，NextEra 的员工是业绩和风暴恢复中带来最大差异的因素。

真正带来最大改变的是我们的员工。

原文 (en)

It is our people who make the biggest difference.

Ketchum 认为美国电网需要更多电力，可负担性、可靠性、规模与速度比以往更重要。

当时的背景与今天相同。美国电网需要更多电力。可负担性、可靠性、规模和上市速度比以往任何时候都更重要。

原文 (en)

The backdrop then is the same as it is today. America needs more electrons on the grid. Affordability, reliability, scale, and speed to market are more important than ever.

Ketchum 称太阳能相对替代技术仍很有吸引力，公司供应链具备竞争优势。

当我想到太阳能及其相对替代技术的定价时，这是非常有吸引力的产品。就供应链布局而言，我认为我们有真正的竞争优势。

原文 (en)

When I think about solar and where solar prices out against alternative technologies is a very compelling product offering. When I think about how we are positioned around our supply chain, I think we've got a real competitive advantage there.

Ketchum 称美国电网需要大量新增电力，可负担性、可靠性、规模和速度比以往更重要。

美国电网需要更多电力。可负担性、可靠性、规模和上市速度比以往任何时候都更重要。

原文 (en)

America needs more electrons on the grid. Affordability, reliability, scale, and speed to market are more important than ever.

Ketchum 称联邦枢纽项目让新增负荷匹配新增发电，由数据中心而非现有用户承担成本。

重要的是，这些项目都是将新增用电负荷与新增发电相匹配的典范，确保数据中心为自己的发电和基础设施买单，而不是现有的公用事业用户。

原文 (en)

Importantly, each of these projects are perfect examples of matching new electric load with new power generation, ensuring data centers pay for their own generation and infrastructure, not existing utility customers.

Ketchum 称联邦枢纽无需投入资本，即可带来约自有项目一半的每股收益。

虽然我们不向这些项目投入任何资本，但预计联邦枢纽在运营的前20年将产生约相当于Energy Resources自有项目预期调整后每股收益50%的收益。

原文 (en)

While we do not put any capital into the projects, we expect federal hubs to generate approximately 50% of the expected adjusted earnings per share that Energy Resources would receive if we own the projects ourselves over the first 20 years of operation.

Ketchum 因超大规模客户兴趣高涨，将 FPL 2032年大负荷目标上调至8吉瓦，并预计年底前宣布交易。

这就是我们把2032年大负荷预期从6吉瓦上调到8吉瓦的原因，我们仍有信心在年底前宣布一笔大负荷交易。

原文 (en)

It's why we raised our large load expectations from 6 gigawatts to 8 gigawatts by 2032, and we remain confident in our ability to announce a large load transaction by the end of the year.

Ketchum 正评估SMR，有6吉瓦共址潜力，但强调新建核电必须有限制风险的分担机制。

我们继续评估先进核能，仔细评估各家SMR制造商的商业和技术能力。我们在核电站点有6吉瓦SMR共址机会，并在开发新的绿地站点。当然，任何新建核电都必须有合适的商业条款和风险分担机制来限制我们的最终风险敞口。

原文 (en)

We continue to evaluate advanced nuclear, closely assessing the commercial and technical capabilities of various SMR OEMs. We have 6 gigawatts of SMR co-location opportunities at our nuclear sites, and we are working to develop new greenfield sites. Of course, any new nuclear build would have to include the right commercial terms, conditions with appropriate risk-sharing mechanisms that limit our ultimate exposure.

Ketchum 支持许可改革，称美国电力需求预计增长六倍，需要新增输电和天然气管道。

我们正处于一个全国电力需求预计增长六倍的时期，我们必须善待客户，这意味着把电力送到需要的地方，并拥有满足未来需求的线性基础设施。

原文 (en)

We are in a period where power demand is expected to increase sixfold across this country, and it's imperative that we do right by our customers, which means getting power to where it needs to go and having linear infrastructure available to meet those needs as we look to the future.

Ketchum 为收购 Dominion 辩护，称这是两家行业领导者的叠加，以满足激增的电力需求。

正如我之前所说，这是一次加法而非减法的合并。在电力行业需应对电力需求快速增长之际，我们将两家行业领导者联合起来。

原文 (en)

As I have said before, this is a merger of addition, not subtraction. We are bringing together 2 industry leaders with a shared commitment to safety, reliability, affordability, customer service, and execution at a time when the power industry is tasked with meeting rapidly growing electricity demand.

Ketchum 对太阳能需求和价格竞争力保持信心，称供应链具备优势，尽管存在成本压力。

在与客户的讨论中，我们持续看到强劲需求。太阳能相对其他技术的定价极具吸引力，我们的供应链也具有真正的竞争优势。

原文 (en)

We continue to see in our discussions as we look to the future with customers, strong demand. When I think about solar and where solar prices out against alternative technologies is a very compelling product offering. When I think about how we are positioned around our supply chain, I think we've got a real competitive advantage there.

Ketchum表示，调整后每股收益同比增长9.7%，反映出FPL和NextEra Energy Resources两个业务部门持续强劲的财务与运营表现。

反映出FPL和NextEra Energy Resources两个业务部门持续强劲的财务和运营表现。

原文 (en)

reflecting continued strong financial and operational performance at both FPL and NextEra Energy Resources.

John Ketchum 表示，Duane Arnold 核电站重启的成本不会由爱荷华州居民用户承担。

NextEra 首席执行官 John Ketchum 表示，爱荷华州的居民用户不会承担该项目的成本。

原文 (en)

NextEra CEO John Ketchum stated that Iowa residential customers would not bear the project's costs.

NextEra CEO John Ketchum表示，谷歌的长期购电合同将避免居民用户承担Duane Arnold核电站重启的成本。

Google’s long-term electricity contract would prevent residential customers from shouldering the plant’s restart costs, NextEra CEO John Ketchum told the AP.

Ketchum 为 FPL 10.95% 的股本回报率辩护，称 NextEra“能兑现”，但文章作者反驳这不能作为回报率依据。

当被问及为何这一数字远高于本州今年批准给 Dominion 的 9.98% 利润率时，Ketchum 表示原因之一是他的公司“能兑现”。

原文 (en)

When asked why this figure was well over the 9.98% profit approved this year for Dominion in our state, Ketchum said that one reason was that his company “delivers.”

John Ketchum 表示，NextEra 在评估电厂状况后，对重启 Duane Arnold 核电站有信心。

首席执行官约翰·凯琴表示，在评估了电厂状况后，公司管理层对重启该电厂的能力感到有信心。

原文 (en)

Chief executive John Ketchum said company officials felt good about their ability to bring it back after assessing its condition.

Ketchum 称合并的好处在于 NextEra 规模更大，可以更低成本采购、建设和融资，从而惠及南卡用户。

他多次强调，合并对南卡罗来纳州电费用户的好处在于，凭借公司规模，NextEra 能以更低成本采购、建设和融资。

原文 (en)

He maintained numerous times that the benefit to South Carolina ratepayers for the merger was that NextEra can buy, build and finance at lower costs because of his company's size.