**Vistra Corp (VST)** is anticipating U.S. electricity demand to grow steadily beginning in 2026, with significant increases linked to data center expansions expected by late 2027 or early 2028. This trend suggests tightening power markets, as VST remains heavily hedged through 2027 and into 2028, positioning itself favorably amid rising demand.
Key long-term contracts include **American Electric Power (AEP)**, which has secured nearly 20 gigawatts (GW) through 2030, and **Dominion Energy (D)** with approximately 40 GW of clean energy commitments. In Texas, VST forecasts a mid-single-digit annual growth in ERCOT peak demand through 2030, enhancing its integrated platform that links retail and generation.
Additionally, VST has signed multiple long-term power purchase agreements, including over 2,600 megawatts (MW) of zero-carbon energy from nuclear plants for **Meta Platforms (META)** and **Amazon Web Services**, reinforcing its commitment to zero-carbon energy solutions.
