NRG

July 7, 2026

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The Permian Gets Texas's First 765 kV Backbone, and CREZ Wrote the Playbook

Meanwhile private generation moves faster than the grid. NRG doubled its fleet with the $12 billion LS Power deal (roughly 13 GW), opened the 456 MW TH Wharton station, and reserved 5.4 GW of GE Vernova turbines for 2029-2032.

July 6, 2026

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The April Deadline Beats the Rulebook by Three Years

Vistra locked a 20-year, 2,600 MW nuclear PPA with Meta; NRG doubled to ~25 GW via LS Power; CenterPoint holds 12.2 GW of committed industrial load.

June 29, 2026

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Washington Set the Deadline. Texas Already Wrote the Playbook.

Amazon, Microsoft, and OpenAI back similar models, and NRG proposes competitive "open seasons" that force developers to commit or forfeit priority.

April 30, 2026

NRG has sourced 5.4 GW of gas turbines and locked Kiewit for construction because planning horizons collapsed from a decade to 12-18 months, while GE Vernova's 80 GW gas turbine backlog stretches into 2029 and combined-cycle capacity costs jumped 66% to $2,157/kW since 2023.

February 17, 2026

NRG ordering 5.5 GW of gas turbines and transmission constraints still unresolved.