Texas forward power Loading... : Investor Sentiment and Bull/Bear Views

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09:12
Feb 02
Andy DeVries Head of Investment Grade Credit and Head of Utilities and P… Bloomberg Odd Lots
Texas power curves may be mispriced.
Texas is a walled-off 87GW peak market. Oncor expects 30GW of data-center demand by 2030 and says forward power curves are mispriced if they do not reflect that; the curves are flat or up only about $1, creating a monitoring setup if demand materializes.
MED

About Texas forward power Investor Commentary

Across the available history and selected sources, Buzzberg tracks Texas forward power across 1 sources: 0 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 0% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Andy DeVries.