Subject: Re: Hopes, for Greg’s first letter?
I think BHE is mostly rosy if you go through BHE asset by asset. Pacificorp is contained and Buffett has mentioned that they will not fund losses infinitum.

NV Energy (although Nevada is more amenable regulator) is mostly fine, possibly Altalink as a Canadian Rockies transmission grid has some wildfire risk.

MidAmerican Energy does have some issues with regulators in Illinois but mostly good.

Northern Grid is fine.

Northern Gas and Kern River and BHE GTS are fine (NG transport pipeline).

BHE Transmission is fine (smaller wildfire risk).

Home Services of America isn't great but the whole RE brokerage business is disruption.