Vistra CEO says excess capacity in PJM, ERCOT can accommodate flexible loads
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Vistra CEO says excess capacity in PJM, ERCOT can accommodate flexible loads. Data centers and other large load customers can use onsite backup generation as well as demand response during "super peak" hours, said Jim Burke. By the numbers: Vistra Q3 2025 Year-to-date weather-normalized load growth in the Electric Reliability Council of Texas and PJM Interconnection markets, respectively. Expectations for 2026 adjusted EBITDA, up from $5.7 billion to $5.9 billion expected this year. Solar and storage that is being built and developed by Vistra Zero, which develops renewable and storage projects. Adding nuclear and gas. Vistra owns about 43.7 GW, including 22.3 GW in eastern U.S. markets, 19.6 GW in Texas and 1.6 GW in California. Those numbers are set to grow through possible uprates at nuclear power plants and by building new resources, officials with the Irving, Texas-based independent power producer, said Thursday during a quarterly earnings conference call with equity analysts. Vistra expects to finish analyzing by the end of the year the potential to add capacity at its nuclear power plants - with initial expectations that the company could increase its 6.6-GW nuclear fleet by about 10% starting in the early 2030s, Jim Burke, Vistra president and CEO, said. Also, Vistra plans to build 860 MW of gas-fired generation in West Texas by mid-2028 for about $900...
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Last month, Vistra closed on a $1.9 billion deal to buy 2.6 GW of gas-fired generation from Lotus Infrastructure Partners.
