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Vistra Corp

$141.17+3.15 (+2.28%)
Energy
Quality53/100

research_scan theme='energy-grid'; value_chain_position='downstream-beneficiary'; Existing merchant-power fleet repriced by PJM at-cap clearings; the Meta 6.6 GW January 2026 omnibus anchored in Vistra's 2.1 GW is the existing-fleet repricing event, not new-build. Direct beneficiary of hyperscaler PPA competition against sovereign gas demand for scarce dispatchable MW.

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