Tue, Oct 6

NEWS: A deal between Google and Constellation will add 890 MW of nuclear capacity to PJM. 🤝

  • The agreement: The companies signed a 20-year, $4.3B PPA to boost capacity at 11 of Constellation’s nuclear units (spread across IL, PA, and NJ). These upgrades are set to start rolling out in 2028.

  • The throughline: The two companies are jumping on a growing trend—unlocking more power from the resources we already have (see below). Just last week, Constellation announced a similar nuclear deal with Amazon.

  • BTW: We recently reported that the Trump administration was planning to lend Vistra $4B to uprate its nuclear fleet in PA and OH. Now, the funding is official.

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