Vistra President and CEO Jim Burke says the economics of clean energy shift when you factor in 24/7 reliability. (Utility Dive)
Speaking at Tulane University, Burke argued that 1 GW of coal, gas, or nuclear equals about 9 GW of wind, solar, and batteries once backup and transmission are added.
Burke predicts more exposure to wholesale price swings at the retail level. Texas large-load customers already cut usage when prices spike, and he expects broader demand response and price-based signals to become part of the solution.