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<p class="MsoNormal"><span style="font-size:11.0pt">Continue conversation about talking about long-duration or talk about the latest data from companies.<o:p><br>
</o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"><o:p><br>
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<p class="MsoNormal"><span style="font-size:11.0pt">Relevant to our conversation tomorrow, I have these comments from Roderick at E3:<o:p><br>
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<p class="MsoNormal"><span style="font-size:11.0pt"><o:p><br>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:'Arial',sans-serif;color:black">Hi Sarah, <o:p><br>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:'Arial',sans-serif;color:black"><o:p><br>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:'Arial',sans-serif;color:black">Thanks for sharing this document with us. We've attached a redlined version with thoughts from our team. <o:p><br>
</o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:'Arial',sans-serif;color:black"><o:p><br>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:'Arial',sans-serif;color:black">To quickly summarize:<o:p><br>
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<span style="font-size:10.0pt;font-family:'Arial',sans-serif">We would like to focus the discussion on the different types of storage to just helping differentiating cross-sectoral storage (e.g., electrolytic fuels) from other cross-sectoral interactions (e.g.,
biofuels) and reducing the extraneous examples<o:p><br>
</o:p></span></li><li class="MsoNormal" style="color:black;mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;">
<span style="font-size:10.0pt;font-family:'Arial',sans-serif">We would also like to transition from the "short" vs "long" duration toward what think is the more durable definition, which is which behaviors are economic for the asset (e.g., diurnal, inter-day,
seasonal shifting). This may help make the discussion on "minimum duration" more concise as well.<o:p><br>
</o:p></span></li></ul>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:'Arial',sans-serif;color:black">Please let us know what you think of our comments; happy to set up some time to discuss further.<o:p><br>
</o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:'Arial',sans-serif;color:black"><o:p><br>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:'Arial',sans-serif;color:black">Thanks,<o:p><br>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:'Arial',sans-serif;color:black">Roderick Go<o:p><br>
</o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"><o:p><br>
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<p class="MsoNormal"><o:p><br>
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