To: Pocklington Jeremy (Energy Strategy Networks and Markets); Kenward. Neil - HMT Cc: Acland-Hood. Susan - HMT Subject: RE: Hinkley and LCF From: Pocklington Jeremy {Energy Strategy Networks and Markets) Sent: 06 May 2015 09:23 To: Kenward, Neil - HMT Cc: Acland-Hood, Susan HMT Subject: RE: Hinkley and LCF Neil, OUT OF SCOPE OF THE John and Steph Hurst will talk you though the LCF numbers when you meet later. I would note we are proposing to move to a new lower wholesale price forecast (which results in a signi?cant reduction in our projection of bills), that we have all been aware of the FiTs issue and the perils of demand-led schemes, and that the revision to load factors is a result of a DECC commissioned study. But the numbErs are a serious concern and we will need to work closely together on cost control options. Best wishes, Jeremy