ET ETR Entergy Loading... : Bullish and Bearish Analyst Opinions

Texas is implementing a new 'batch zero' process to sequence large load interconnections with generation, and the PUCT has approved a comprehensive audit of all data centers before they can interconnect, effectively reordering the process to front-load participation and create a more durable framework. — This reordering could create short-term delays in data center interconnections in Texas but may lead to a more stable long-term regulatory environment for grid investments.

Encore's 127 GW of qualifying load data center pipeline is described as similar in quality to the prior 38 GW figure and is incremental to a $10B upside capex bucket, potentially driving 'incremental to the incremental' growth. — Confirms that the Texas transmission buildout is accelerating beyond base plans, which is critical for utilities with large Texas exposure.