Shanu Mathew(@ShanuMathew93):Bernstein added up binding vs. non-binding deals across a few of the power companies to assess how much demand we see is backed by real orders and $ vs. framework announcements: Tier 1) executed PPA 2) cash-secured reservation 3) master framework with executed tranche 4) non-binding master agreement 5) MOU or LOI PRs & bragawatts <> signed deals with real $ on the line

Shanu Mathew

@ShanuMathew93

Energy Abundance, AI Power & Data Centers, NBA, & Rap posts. Background in equity & credit markets, startups, & IB. Personal views. Not investment advice. DYOR.

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Shanu Mathew@ShanuMathew93

2026.08.17 12:08

Bernstein added up binding vs. non-binding deals across a few of the power companies to assess how much demand we see is backed by real orders and $ vs. framework announcements: Tier 1) executed PPA 2) cash-secured reservation 3) master framework with executed tranche 4) non-binding master agreement 5) MOU or LOI PRs & bragawatts <> signed deals with real $ on the line