Constellation Energy (CEG) controls over half of the US merchant nuclear pool, giving it the largest deliverable carbon-free inventory. Its investment appeal is based on structural scarcity, as the uncontracted nuclear supply is smaller than the growing demand from data centers, supporting strong pricing power. The company's guidance does not include potential upside from approximately 147 TWh of uncontracted nuclear capacity, which could add $1.5 to $4 in earnings per share over five years. The analyst rates CEG a Buy, highlighting its downside protection from contracted assets and undervalued optionality, recommending buying on price dips toward the mid-$250s.
The U.S. Department of Energy has officially established the Nuclear Fuel Cycle Consortium under the Defense Production Act, enabling coordinated industry efforts across the entire nuclear fuel supply chain. This consortium includes miners, enrichers...
Blue Energy received a strategic equity investment from Constellation Technology Ventures, the venture arm of the largest U.S. clean energy producer, to advance its prefabricated small modular nuclear reactors. This funding supports Blue Energy's inn...
