Thu, Oct 1

NEWS: Amazon is buying 690 MW of nuclear from Constellation—and funding a 190-MW capacity boost.

  • The deal: Amazon signed a 20-year PPA for Constellation’s 1.8-GW Calvert Cliffs nuclear plant in Maryland. This will help the company 1) relicense the plant for two more decades 2) invest $3B in “state-of-the-art improvements,” and 3) possibly add SMRs to the site. Over the next few years, agreement will enable the plant to tack on another 190 MW.

  • Where the new energy’s headed: Like Calvert Cliffs’s current capacity, the additional electrons will flow throughout the PJM region—an Amazon data center hotspot.

  • In other nuclear news: Valar Atomics wants to build over 400 SMRs on BLM land in Utah, along with nuclear fuel production and waste storage facilities. These reactors could churn out a total of 9.6 GW for data centers—more than 2x the energy produced by the entire state, on average. The Utah BLM office is now reviewing Valar’s application.