### @CORZ — Confirmed — from the earnings call and annual filing
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.
- tier: Confirmed (✓)
- source: CORZ / Grid buyer today, behind-the-meter gas tomorrow
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-corz-src-corz-power-pivot-ingest
- posted: 2026-07-14T16:23:30.117Z