Every constraint in the grid buildout thesis hardened. Oncor's 289 GW large-load queue, 271 GW of it data-center driven, confirms demand is accelerating faster than transmission and generation can absorb.
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.