Stone Ridge just bought $1.3B of Oklahoma energy assets from ConocoPhillips, bringing its portfolio to 11+ GW. Oklahoma is shaping up as prime territory for bitcoin miners. $OGE, which we own, is right in the middle of it.
matthew sigel, recovering CFA
matthew sigel, recovering CFA30.4.2025
$OGE, the $9B Oklahoma utility that flagged Bitcoin miners as a 2024 growth driver, just reported Q1 commercial demand up 28%. Load growth accelerating ⚡️🔌
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