Vistra Corp.

“We could have stayed in the investment when Vistra announced its acquisition”

Vistra's acquisition of Cogentrix prompted Williams to exit its stake, signaling Vistra expanding its independent-power portfolio.

“we closed the acquisition of 7 modern natural gas generation facilities totaling approximately 2,600 megawatts from Lotus Infrastructure Partners.”

Vistra closed its acquisition of 7 gas facilities (~2,600 MW) from Lotus Infrastructure Partners across PJM, New England, New York and California.

“we recently announced our agreement to acquire Cogentrix Energy, which includes 10 modern natural gas generation facilities totaling approximately 5,500 megawatts of capacity”

Vistra agreed to acquire Cogentrix Energy (10 gas plants, ~5,500 MW) at ~$730/kW, expanding and diversifying its dispatchable fleet with expected free-cash-flow-per-share accretion.

“We've executed on the Oak Hill solar PPA last year with Amazon as well as Pulaski with Microsoft.”

Microsoft is an existing Vistra renewables customer via the Pulaski solar PPA, part of Vistra's track record serving hyperscalers.

“20-year agreements with Meta covering 2,176 megawatts of operating capacity and an additional 433 megawatts of upgrades at our PJM nuclear plants, the largest nuclear operate supported by a corporate customer in the United States.”

Meta signed 20-year PPAs covering 2,176 MW plus 433 MW of uprates across Vistra's PJM nuclear fleet, the largest nuclear deal supported by a corporate customer in the US.

“a 20-year agreement with Amazon Web Services for 1,200 megawatts at our Comanche Peak nuclear power plant in Texas”

Amazon signed a 20-year PPA for 1,200 MW at Vistra's Comanche Peak nuclear plant, siting a data center facility on-site with one-for-one backup generation, reflecting hyperscaler demand for firm nuclear power.

“successfully closed the acquisition of approximately 2.6 gigawatts of natural gas-fired assets from Lotus Infrastructure Partners”

Vistra closed its acquisition of ~2.6 GW of natural gas-fired plants from Lotus Infrastructure Partners, expanding its generation fleet across PJM, New England, New York and California.

“the previously discussed solar projects supported by contracts with Amazon and Microsoft.”

Microsoft has power-purchase contracts underpinning Vistra solar projects, a read-through on Microsoft procuring renewable generation for its operations/data centers.

“the previously discussed solar projects supported by contracts with Amazon and Microsoft.”

Amazon has power-purchase contracts underpinning Vistra solar projects, a read-through on Amazon procuring renewable generation for its operations/data centers.

“We recently announced our plans to acquire 7 modern natural gas facilities from Lotus Infrastructure Partners with a combined capacity of approximately 2,600 megawatts, including 1,800 megawatts in the PJM market.”

Vistra is acquiring 7 gas plants (2,600 MW) from Lotus Infrastructure Partners, a read-through on Lotus divesting a sizable natural gas fleet concentrated in PJM.

“This quarter, we continue the construction on our Oak Hill, Texas and Pulaski, Illinois sites in support of our contracts with Amazon and Microsoft, respectively.”

Vistra is building renewable capacity under contract with Microsoft (Pulaski, Illinois solar site) as part of its zero-carbon growth strategy.

“This quarter, we continue the construction on our Oak Hill, Texas and Pulaski, Illinois sites in support of our contracts with Amazon and Microsoft, respectively.”

Vistra is building over 600 megawatts of renewable capacity under contract with Amazon (Oak Hill, Texas solar site) as part of its zero-carbon growth strategy.

“We have also begun construction at our sites in Oak Hill, Texas, in support of our contract with Amazon, and Pulaski, Illinois, for a contract with Microsoft.”

Vistra is building new solar and storage capacity at its Pulaski, Illinois site specifically to serve a power supply contract with Microsoft.