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Constellation Energy: A Key Player In Clean Energy Generation
CEGstellation Energy (CEG) Seeking Alpha·2024-01-25 06:25

KE ZHUANG Investment Thesis Constellation Energy Corporation (NASDAQ:CEG) is a distinct player in the electric generation and retail/wholesale energy supply market, primarily due to its substantial carbon-free baseload electricity generation from nuclear power plants. The company stands to benefit significantly from the Inflation Reduction Act, particularly the new nuclear production tax credits, which offer substantial support for more than 85% of its annual electricity generation. I believe that the curre ...