本文由 AI算法生成，仅作参考，不涉投资建议，使用风险自担 【12月17日星座能源获美核监管机构核电站运营许可续期】12月17日，星座能源公司透露，美国核监管 机构已批准其克林顿和德累斯顿清洁能源中心运营许可证续期20年。 该美国电力公司将投资超3.7亿美 元用于核电站重新许可，旨在提高效率并确保可靠性。 此次批准后，克林顿核电站运营期限延至2047 年，德累斯顿核电站延至2049年和2051年。 ...

Constellation Energy has delivered a powerful performance since its separation from Excelon.Constellation Energy (CEG +1.47%) is the country's largest producer of carbon-free energy. It's the leader in generating nuclear energy. Constellation also operates a mix of hydro, wind, and solar energy assets. It sells the power it produces to other utilities, commercial and industrial customers, and residential users. The power company went public in February 2022 following its spinoff from utility Exelon. Here's ...

Core Insights - Constellation Energy and NextEra Energy both fell short of Q3 2025 revenue expectations, indicating challenges in meeting market forecasts [1] Company Summaries Constellation Energy - The company is positioned within the AI-driven energy boom, but its recent performance suggests potential weaknesses in its business model [1] NextEra Energy - Similar to Constellation Energy, NextEra Energy also missed revenue expectations, highlighting a competitive landscape where different business models are being tested [1]

BALTIMORE--(BUSINESS WIRE)--Constellation Energy Generation, LLC ("Constellation†), a Pennsylvania limited liability company, announced today that it has commenced private offers to exchange any and all of the outstanding (i) 4.625% Senior Unsecured Notes due 2029 ("Existing Unsecured 2029 Notes†), (ii) 5.000% Senior Unsecured Notes due 2031 ("Existing Unsecured 2031 Notes†) and (iii) 3.750% Senior Secured Notes ("Existing Secured 2031 Notes†and, together with the Existing Unsecured 2029 Notes. ...

This story was originally published on Utility Dive. To receive daily news and insights, subscribe to our free daily Utility Dive newsletter. Constellation Energy has agreed to sell six power plants and a minority stake in a seventh power plant to settle an antitrust complaint filed by the U.S. Department of Justice and the state of Texas, clearing the way for the company’s $26.6 billion deal to buy Calpine, the parties said Friday. Constellation’s purchase of Calpine — which will make it the largest U.S. ...

Constellation Energy isn't like a typical electric utility.Constellation Energy (CEG 2.39%) has produced high-powered returns over the past year. The power producer's stock price has surged more than 40%. That has crushed the S&P 500's nearly 13% return. This massive outperformance has made it a popular energy stock. Here are two things you need to know about Constellation before buying shares. Constellation Energy isn't your average power companyConstellation Energy is the country's largest low-carbon ene ...

Core Insights - The rise of artificial intelligence (AI) is leading to a significant increase in global energy demand, comparable to the industrial revolution [1] - Data center power demand is expected to grow by 160% by 2030, with data centers potentially consuming as much electricity as Japan does today [2] Energy Sector Overview - The AI boom is triggering a nuclear renaissance and a resurgence in natural gas infrastructure due to the need for baseload reliability [2] - Companies involved in nuclear energy, renewables, and natural gas are positioned to benefit from the increasing energy demands driven by AI [18] Key Companies - **Constellation Energy**: Owns the largest nuclear fleet in the U.S. and has a significant power deal with Microsoft, alongside a pending acquisition of Calpine for $26.6 billion [5] - **NextEra Energy**: The largest producer of wind and solar energy, now expanding into nuclear through a partnership with Alphabet to restart the Duane Arnold nuclear plant [7] - **Southern Company**: A major utility in Georgia, with over 50 GW of potential large-load growth, primarily tied to data centers [8] - **Dominion Energy**: Serves Northern Virginia, negotiating contracts for 40 GW to 47 GW of new data center capacity [9] - **Vistra**: Combines nuclear and gas generation, actively discussing co-locating data centers with its plants [10] - **Entergy**: Dominates the Gulf Coast region with a pipeline of 7 GW to 12 GW of data center projects [12] - **Williams Companies**: Controls 30% of U.S. natural gas volume and is developing co-located gas-fired generation for data centers [13] - **Kinder Morgan**: A major energy infrastructure company, crucial for supplying gas-fired power plants [14] - **GE Vernova**: Manufactures turbines and generators for various energy sources, experiencing a surge in gas turbine orders [15] - **Cameco**: The premier uranium supplier in the Western world, benefiting from commitments to restart or build nuclear reactors [16]

Industry Overview - The surge in energy demand from hyperscalers is driving a renewed focus on reliable nuclear energy, which provides consistent baseload energy and is carbon-free, making it suitable for meeting growing energy demand and carbon-neutral goals [1] - Political support for nuclear energy is increasing, with numerous countries pledging to triple their nuclear energy capacity by 2050, necessitating a growth in U.S. nuclear capacity to 200 gigawatts (GW) by that time [2] Company Highlights Cameco Corporation - Cameco is a leading provider of uranium and nuclear infrastructure in North America, controlling significant assets in high-grade uranium mines in Canada and holding stakes in mines in Kazakhstan and Australia [5][8] - The company operates a refinery and a conversion facility in Ontario, Canada, and offers processing services to refine uranium concentrates into the final form required for reactor fuel [7] - Cameco owns 49% of Westinghouse, a nuclear reactor technology OEM, and is well diversified across the uranium value chain, making it a top nuclear stock [8] Centrus Energy - Centrus Energy provides nuclear fuel components, including low-enriched uranium (LEU), and offers enrichment and technical services to the industry and U.S. government [9] - The company currently sources uranium from global suppliers, including Russia, but faces a need to replace 25% of enriched uranium imports from Russia by 2028 due to a ban [11] - Centrus aims to produce LEU and high-assay, low-enriched uranium (HALEU) in-house using advanced centrifuge technology, positioning itself uniquely as the only producer of HALEU licensed by the Nuclear Regulatory Commission [12][13] Constellation Energy - Constellation Energy is the largest nuclear operator in the U.S., with a fleet capacity of 22 GW and an average nuclear capacity factor of 94.6%, outperforming the industry average [14][16] - The company has secured long-term power purchase agreements (PPAs) with major hyperscalers like Microsoft and Meta Platforms, indicating strong demand for its energy assets [17][18] - Constellation's diverse portfolio of energy assets positions it to benefit from rising energy demand in the coming years, especially with its recent expansion in California through a $27 billion acquisition of Calpine [16][18]

Core Insights - Microsoft and Constellation Energy (CEG) have entered into a deal to restart one of CEG's nuclear power plants, which has garnered investor interest in CEG shares [1] Group 1: Company Overview - Constellation Energy is involved in the nuclear power sector, and the recent deal with Microsoft indicates a strategic move to enhance its operational capabilities [1] Group 2: Market Implications - The deal has attracted attention from investors, suggesting potential growth opportunities for CEG in the energy market [1]

Core Viewpoint - Utility stocks are expected to deliver strong returns in 2026 due to surging electricity demand, particularly from AI data centers, with Constellation Energy, Dominion Energy, and NextEra Energy positioned to benefit significantly from this trend [1][15]. Constellation Energy - Constellation Energy's share price has increased nearly 50% this year, driven by a resurgence in nuclear energy demand [3]. - The company signed a 20-year power purchase agreement with Microsoft to restart the Three Mile Island Unit 1 facility, which will supply power for Microsoft's data centers starting in 2028 [4]. - A $26.6 billion acquisition of Calpine is expected to close in early 2026, combining Constellation's nuclear fleet with Calpine's natural gas and geothermal assets, enhancing earnings growth potential [6]. Dominion Energy - Dominion Energy has underperformed compared to peers, with a 6% increase in share price over the past year, but is well-positioned to benefit from rising power demand in Virginia, a major data center market [7][9]. - The company plans to invest $50 billion through 2029, primarily in Virginia, including the Coastal Virginia Offshore Wind project, which is expected to support 5% to 7% annual earnings-per-share growth [10]. NextEra Energy - NextEra Energy's share price has risen nearly 11% over the past year, benefiting from its position as Florida's largest electric utility and its clean energy infrastructure [11]. - The company is focused on building the largest utility-owned solar energy platform and has a growing backlog of renewable energy projects, positioning it for earnings growth at the high end of its 6% to 8% annual target range through 2027 [13][14]. - NextEra has signed a 25-year power deal with Google to support the restart of the Duane Arnold Energy Center, expected to be operational by early 2029 [14].