Every demand and supply constraint hardened in the same direction. Kentucky load expectations nearly doubled to 3.5 GW by 2032, pipeline rose 12% to 28.3 GW, and PPL is reserving gas turbines and exploring SMRs to fill the gap.
Tessara post-call read · synthesized from the earnings-call transcriptreported May 8, 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.