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Vistra says it has not seen data-center demand shift from Texas to PJM after the US midterms, according to Reuters.

Stable Texas demand supports Vistra's contracting leverage in ERCOT, and indicates that data-center load has not migrated to PJM after the midterms.
NewswireSlicast · November 6, 2026 at 22:33 UTC · US · Source: Reuters
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CommentaryVistra Q3 2026 Earnings: Record EBITDA and 2027 Guidance, November 2026CommentaryVistra (VST): 15% Single-Session Drop, November 2026
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Vistra says it has not seen data-center demand… · Slicast