Every demand and supply constraint hardened in the same direction. CenterPoint now has 12.2 GW of firmly committed load, equipment secured, and an accelerated energization timeline pulled forward two years to 2029.
Tessara post-call read · synthesized from the earnings-call transcriptreported Apr 23, 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.