股价大涨前，Constellation Energy周四稍早宣布同主要负责美国联邦政府各机构运行后勤保障的政府机构联邦总务署（GSA）签署了价值超过10亿美元的供能合同。这些合同涉及，Constellation Energy向超过13家联邦政府机构供电，并在首都地区、即华盛顿哥伦比亚特区的五个GSA所属设施开展节能行动。Constellation Energy has signed contracts worth over 1 billion USD with the USA General Services Administration (GSA), including the highest single agreement in GSA history valued at 0.84 billion USD; it will supply power to more than 13 federal government Institutions, providing over 1 million megawatt-hours of Electrical Utilities each year for a ten-year period starting in 2025, and undertaking energy-saving actions at five GSA-owned facilities in Washington.
The "darling" of nuclear energy stocks in the USA continues last year's strong momentum in 2025, after officially signing an L with USA government Institutions, the largest Nuclear Power operator in the USA. $Constellation Energy (CEG.US)$ Despite market trends, the stock price surged.
On January 2, Thursday, Eastern Time, Constellation Energy's stock opened high and maintained its upward trend, closing up over 8.4%, rebounding to the highest closing level since December 6, erasing nearly a month's worth of losses.
Before the stock price surged, Constellation Energy announced earlier on Thursday that it had signed an energy supply contract worth over 1 billion dollars with the General Services Administration (GSA), the government Institution mainly responsible for running logistics support for US federal government agencies. These contracts involve Constellation Energy supplying electricity to over 13 federal government institutions and executing energy-saving actions at five GSA-owned facilities in the capital region, namely Washington D.C.
Specifically, Constellation Energy signed a ten-year contract worth 0.84 billion dollars with GSA, the highest value agreement in GSA’s history. Starting from 2025, the company will supply over 1 million megawatt-hours of electricity each year, part of which will come from the capacity increases funded by Constellation, referred to as "upgrades." Constellation Energy will provide Energy to various federal institutions in Illinois, Maryland, New Jersey, Pennsylvania, and Ohio, including GSA, the Social Security Administration, and the Department of Veterans Affairs.
In addition, Constellation Energy also secured a contract worth 0.172 billion dollars to improve the energy efficiency of five GSA-owned facilities in the capital region through LED lighting, HVAC upgrades, and converting four buildings in Washington D.C. from steam heating to electric heating. The related project engineering will start this month and last for 42 months, during which Constellation Energy will provide maintenance and training to ensure long-term energy efficiency and cost savings.
Joe Dominguez, President and CEO of Constellation Energy, stated that under the agreement, the USA government will work alongside Microsoft and other entities to support continued investment in reliable nuclear energy, allowing Constellation to reauthorize and extend the lifespan of these critical Assets. Combined with the reactivation plan for the Crane Clean Energy Center, formerly known as the Three Mile Island Nuclear Power Plant, Constellation Energy and its partners will increase supply by approximately 1,100 megawatts of all-weather clean energy before 2028, sufficient to power over one million households.
Comments suggest that the additional power generation from the above plan is roughly equivalent to opening a brand new reactor. The agreement reached by Constellation Energy indicates a growing demand for the clean energy provided by Nuclear Power plants, which will bring funds to Constellation Energy to upgrade its units and increase approximately 135 megawatts of reactor capacity.
Wall Street reflects that technology giants are striving to meet the increasing electrical demands of AI technology and its applications. In 2024, Constellation Energy will headline due to the electricity demand from such giants. In September 2024, Microsoft signed a 20-year power purchase agreement with Constellation Energy—the Three Mile agreement—to restart the Three Mile Island Nuclear Power Plant, selling all generated power to Microsoft.
Microsoft's agreement has revealed the enormous potential for clean energy demand, as the demand for electricity from Datacenters and Other large Energy consumers increases, the demand for nuclear energy as a stable and low-carbon energy option is likely to continue growing. The restart of the Three Mile Island Nuclear Power Plant may encourage the optimization and expansion of the nuclear energy supply chain, including Uranium mining, nuclear fuel processing, and the construction and maintenance of nuclear reactors.
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