16 February 2024 Mr Daniel Westerman Chief Executive Officer

3 and the concerns expressed in the NSW Electricity Reliability and Safety Check-Up2 on the pace and ambition of the NSW transition. [...] Encouragingly, the Draft ISP recognises the increasing need for customer and DNSP involvement in the energy transition compared to the 2022 ISP with a 30% increase in distributed solar generation and 77% of storage needs in the NEM via orchestrated CER by 2050. [...] In our view, this analysis and platform is aligned with the recommendations of the NSW Electricity Reliability and Safety Check-Up and key to facilitating the ODP through a combination of both network and commercially led investments. [...] Whilst the Commission for Regulation of Utilities (CRU) in Ireland established a criteria for the connection of data centres (to determine whether to connect and prioritise between applications) that requires networks to consider21: The location of the data centre applicant with respect to whether they are within a constrained or unconstrained region of the electricity system. [...] The ability of the data centre applicant to provide flexibility in their demand by reducing consumption when requested to do so by the relevant SO in times of system constraint through the use of dispatchable on-site generation (and/or storage) which meets appropriate availability and other technical requirements as may be specified by the relevant SO, in order to support security of supply.