James [on for Shar]'s questions to Vistra Corp (VST) leadership • Q3 2024
Question
James [on for Shar] asked about the impact of the FERC's Susquehanna ISA rejection on customer conversations, Vistra's strategic preference between co-location and front-of-the-meter data center deals, and the potential for 'additionality' requirements in ERCOT.
Answer
President and CEO James Burke acknowledged disappointment with the FERC ruling but stated that most data center deals will be front-of-the-meter, and Vistra sees multiple paths forward. He noted that data center customers want to see new generation resources added to the grid, and Vistra is actively engaged in discussions to bring new supply online to support this major economic development opportunity.