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Long-dated nuclear supply is being locked up now for demand that only arrives at the end of the decade. In the quarter to 30 June 2026 Constellation Energy signed power purchase agreements running 15 to 20 years with investment-grade customers, beginning between 2029 and 2032: Constellation signed another 920MW of long-term nuclear supply, none of it starting before 2029

Verified 2026-08-19

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Constellation EnergyCEG
Price
$279.54
30D
+7.56%
AI share of revenue
Not disclosed

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