Topic:"Capacity Costs" in M12914

REDACTED 1 To build the IGBT inventory the approach is to forecast based on a % failure rate and 2 to the extent the failure rate is lower, NSPML intends to purchase spares. In Confidential 3 Attachment 1, NSPML has made an illustrative pr...

AI summary NSPML is forecasting IGBT inventory based on a failure rate and plans to purchase spares if the failure rate is lower than expected. The strategy assumes a historical average failure rate of 6 units/year and projects a minimum of 224 units in stock by 2032. Costs for orders in 2024 and 2025 are outlined, with final pricing subject to negotiation.

18 Request IR-7: 19 20 In Exhibit N-2, M11285, NSPML provided an annual estimate of the number of IGBTs Failed and 21 Replaced. 22 23 (a) Please provide the same table as referenced above, extended through 2026 YTD. 24 (b) How many IGBTs a...

AI summary The document requests NSPML to provide updated information on IGBT failure rates, spare inventory levels, and reassessments based on actual performance data rather than manufacturer estimates.

- 8 (a) Please provide an update on the status of negotiations for a contingency 9 support agreement with the HVDC OEM or third parties since the 2026 10 Assessment. - 11 (b) Please identify what specific barriers have prevented NSPML from...

AI summary The document requests an update on negotiations for a contingency support agreement for HVDC cables, identifies barriers preventing agreement execution, and asks for quantification of prior approvals and refunds. It also references a marine survey cost recovery approach and interim approval based on a placeholder cost.