Constellation Energy

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Trump Approves 30-Year U.S.-Saudi Nuclear Cooperation Deal - WSJ - $Oklo(OKLO.US) $X-Energy(XE.US) $NANO Nuclear Energy(NNE.US) $NuScale Power(SMR.US) $Centrus Energy(LEU.US) $Constellation Energy(CEG.US) $Vistra(VST.US)

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗧𝗵𝗲 𝗪𝗮𝗹𝗹 𝗦𝘁𝗿𝗲𝗲𝘁 𝗝𝗼𝘂𝗿𝗻𝗮𝗹 reports President Trump approved a 𝟯𝟬-𝘆𝗲𝗮𝗿 nuclear cooperation deal.

➤ Agreement would support 𝗦𝗮𝘂𝗱𝗶 𝗔𝗿𝗮𝗯𝗶𝗮'𝘀 civilian nuclear program.

➤ Deal could permit 𝘂𝗿𝗮𝗻𝗶𝘂𝗺 𝗲𝗻𝗿𝗶𝗰𝗵𝗺𝗲𝗻𝘁 on Saudi soil.

➤ U.S. companies would play a leading role in 𝗻𝘂𝗰𝗹𝗲𝗮𝗿 𝗶𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 development.

➤ U.S. firms could build 𝘂𝗿𝗮𝗻𝗶𝘂𝗺 𝗲𝗻𝗿𝗶𝗰𝗵𝗺𝗲𝗻𝘁 facilities if deemed necessary.

➤ Deal is reportedly worth 𝗯𝗶𝗹𝗹𝗶𝗼𝗻𝘀 𝗼𝗳 𝗱𝗼𝗹𝗹𝗮𝗿𝘀.

➤ Administration says pact preserves 𝗨.𝗦. influence over Saudi nuclear development.

➤ Agreement aims to reduce risks of 𝗺𝗶𝗹𝗶𝘁𝗮𝗿𝘆 diversion of nuclear technology.

➤ Deal will be sent to 𝗖𝗼𝗻𝗴𝗿𝗲𝘀𝘀 for review in the coming days.

➤ Lawmakers may oppose the agreement over 𝗻𝘂𝗰𝗹𝗲𝗮𝗿 𝗽𝗿𝗼𝗹𝗶𝗳𝗲𝗿𝗮𝘁𝗶𝗼𝗻 concerns.

These are the market leaders of the Power/Energy suppliers of the Data Centers.

You don't even need to read in between the lines, $GE Vernova(GEV.US) & $Nextera Energy(NEE.US) are leaders. $Constellation Energy(CEG.US) is holding its place, $Bloom Energy(BE.US) made it to the list very fast.

- US dominates with 5 of 10 companies (~52.6% of combined market cap)

- Iberdrola leads European renewables

- Constellation is the nuclear powerhouse (Meta & Microsoft deals)

- China Yangtze Power runs the Three Gorges Dam, world's largest hydropower plant.

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: South Korea to accelerate nuclear builds to meet surging AI-related power demand - $Oklo(OKLO.US) $NANO Nuclear Energy(NNE.US) $NuScale Power(SMR.US) $Vistra(VST.US) $Constellation Energy(CEG.US)

South Korea plans to shorten nuclear plant construction cycles to meet rapidly rising power demand from AI, data centers and planned semiconductor cluster investment, the presidential office said.

Construction currently takes about 9–10 years and officials will study ways to cut that timeline; measures will be included in the upcoming long-term power supply-demand plan. Nuclear already supplies roughly one-third of South Korea's electricity, but regulatory hurdles and complex build requirements are bottlenecks; small modular reactors (SMRs) are intended to speed deployment but remain early-stage and not yet widely commercial.

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Walmart Signs First-Ever Nuclear Power Agreement With Constellation - $Walmart(WMT.US) $Constellation Energy(CEG.US)

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ 𝐂𝐨𝐧𝐬𝐭𝐞𝐥𝐥𝐚𝐭𝐢𝐨𝐧 and 𝐖𝐚𝐥𝐦𝐚𝐫𝐭 signed a long-term nuclear power purchase agreement.

➤ Agreement covers approximately 𝟏𝟕𝟔 𝐌𝐖 of emissions-free electricity supply.

➤ Supply will come from Illinois' 𝐃𝐫𝐞𝐬𝐝𝐞𝐧 𝐂𝐥𝐞𝐚𝐧 𝐄𝐧𝐞𝐫𝐠𝐲 𝐂𝐞𝐧𝐭𝐞𝐫.

➤ Deal includes 𝟑𝟎 𝐌𝐖 of additional capacity from efficiency uprates.

➤ Walmart will purchase energy, capacity, and environmental attributes across 𝐭𝐰𝐨 𝟏𝟓-𝐲𝐞𝐚𝐫 terms.

➤ Contract terms begin in 𝟐𝟎𝟐𝟗 and 𝟐𝟎𝟑𝟎, respectively.

➤ The agreement marks 𝐖𝐚𝐥𝐦𝐚𝐫𝐭'𝐬 𝐟𝐢𝐫𝐬𝐭 nuclear power purchase agreement.

➤ Expanded generation will support Walmart's new 𝐁𝐞𝐥𝐯𝐢𝐝𝐞𝐫𝐞, Illinois distribution center.

➤ Dresden is licensed to operate through 𝟐𝟎𝟒𝟗 and 𝟐𝟎𝟓𝟏 following renewal approvals.

➤ The facility supports more than 𝟏,𝟏𝟎𝟎 jobs and powers millions of homes.

👉 𝐖𝐡𝐲 𝐈𝐭 𝐌𝐚𝐭𝐭𝐞𝐫𝐬:

➤ Highlights growing corporate demand for 𝐫𝐞𝐥𝐢𝐚𝐛𝐥𝐞, 𝐜𝐚𝐫𝐛𝐨𝐧-𝐟𝐫𝐞𝐞 energy.

➤ Signals increasing use of 𝐧𝐮𝐜𝐥𝐞𝐚𝐫 𝐩𝐨𝐰𝐞𝐫 to support large-scale operations.

➤ Provides long-term revenue visibility for Constellation's nuclear generation assets.

👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:

➤ "This agreement reflects long-term stewardship of critical infrastructure, the communities it serves, and the energy system that powers American growth." — 𝐉𝐢𝐦 𝐌𝐜𝐇𝐮𝐠𝐡, Senior Executive Vice President and Chief Commercial Officer at Constellation.

➤ "This agreement allows us to support new operations in Illinois while advancing our strategy in a way that prioritizes affordable, reliable, and clean energy." — 𝐒𝐡𝐚𝐲𝐧𝐞 𝐖𝐚𝐡𝐥𝐦𝐞𝐢𝐞𝐫, SVP Energy at Walmart U.S.

$Constellation Energy(CEG.US) | Goldman Sachs 𝐢𝐧𝐢𝐭𝐢𝐚𝐭𝐞𝐬 𝐂𝐨𝐧𝐬𝐭𝐞𝐥𝐥𝐚𝐭𝐢𝐨𝐧 𝐄𝐧𝐞𝐫𝐠𝐲 with 𝐍𝐞𝐮𝐭𝐫𝐚𝐥 rating, sets 𝐏𝐓 𝐚𝐭 $𝟑𝟎𝟓

Analyst initiates with a Neutral rating, seeing risk/reward as balanced as the stock's premium valuation fully reflects its high-quality assets.

Constellation Energy $Constellation Energy(CEG.US), is the guy who refuses to sleep.

Artificial intelligence is basically a giant, power hungry operation. Companies like $Microsoft(MSFT.US), are building huge data centers filled with supercomputers. These computers are working 24 hours a day and need a constant supply of electricity. If the power cuts out for a second, the servers crash.

The catch is that these tech companies promised to use clean energy. Solar panels and wind turbines are nice, but they only work when the sun is out or the wind is blowing. That is useless at night.

$Constellation Energy(CEG.US) solves this problem. They own the largest fleet of nuclear power plants in the United States. Nuclear power is the only clean energy that runs all day and all night without stopping.

The demand for this constant power is so real that $Microsoft(MSFT.US) signed a 20 year deal with $Constellation Energy(CEG.US). They are literally waking up a retired nuclear reactor at Three Mile Island just to plug it directly into Microsoft data centers.

If AI is the sports car everyone is trying to build, $Constellation Energy(CEG.US) is the only station selling the fuel to actually make it run.

$Constellation Energy(CEG.US) | 𝐂𝐨𝐧𝐬𝐭𝐞𝐥𝐥𝐚𝐭𝐢𝐨𝐧 𝐄𝐧𝐞𝐫𝐠𝐲: Argus maintains 𝐁𝐮𝐲, cuts 𝐏𝐓 𝐭𝐨 $𝟑𝟓𝟎

Analyst sees strong AI-driven power demand and carbon-free energy positioning supporting growth, despite a more normalized valuation outlook.

☀️ Pre-Market Earnings Recap:

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