Every supply chain and demand constraint hardened in the same direction: BKH is locking in long lead-time generation equipment against a pipeline now exceeding 3 gigawatts, with permitting friction easing rather than building.
Tessara post-call read · synthesized from the earnings-call transcriptreported May 7, 2026
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What moved, what it means for the thesis, and the signal others missed. Every name you cover, the night it prints.