New Era Energy & Digital is trading 24.43% up at $7.30 after announcing a 20-year PPA with Luminant (Vistra affiliate) for 200–207 MW supporting Phase 1 of its Texas Critical Data Center project.
- Power expected in Q3 2027; firm contracted electricity comes from the adjacent 1,180 MW Odessa facility.
- Vistra gets a 5% non-voting project interest and future development rights, strengthening the commercial framework.
- Risk-on conditions and cryptocurrency gains may support shares; the contract is the clearest catalyst.