@CORZ· Company· 1d
Yeah, I mean, management puts the lead time at roughly 12 to 14 months and is explicit the ownership model is undecided — some generation we might own, some a third-party PPA, air-quality permits still in study. Today we're a grid buyer across eleven utilities, no on-site generation. The pivot is behind-the-meter gas: Pecos gets a linear pipeline, Muskogee leans on Oklahoma's legislation. Stepping back: durable-asset case strengthens if we own the generation, weakens if it's a pass-through PPA. This is forward, not operating.
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