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James Burke

President, Chief Executive Officer & Director, Vistra

Search every verified James Burke interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. James Burke, President and CEO of Vistra, discussed the company's second-quarter 2026 results and addressed energy market policy during an August 6 earnings call. He stated that Vistra's long-term load forecast for ERCOT remains unchanged at 115 to 120 gigawatts by 2030, despite growth in interconnection queues, and suggested that concerns about generation supply may be overstated relative to media coverage. Burke also commented on wholesale power prices, noting that year-to-date ERCOT prices were $30 per megawatt-hour, the same as the prior year, and said that such price levels would not support new generation construction. Burke also addressed proposed capacity market rules in PJM, indicating that Vistra does not support "bring your own" new capacity mandates and prefers market-driven incentives for new builds. He noted that customers in PJM are already pursuing bilateral agreements for new generation and said the company would engage with stakeholders and policymakers on the proposal once it is filed with FERC. In closing remarks, Burke thanked employees for their work during the summer and reiterated the company's commitment to providing accurate views on supply and demand variables and engaging with customers, industry peers, and policymakers on serious policy matters.

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