Nuclear Stocks Are Tumbling Monday: What's Going On?
Nuclear Stocks Are Tumbling Monday: What's Going On?
Nuclear stocks are trading lower across the board on Monday after regulators rejected Talen Energy Corp's (NASDAQ:TLN) plans to increase power for an Amazon.com Inc (NASDAQ:AMZN) data center.
監管機構拒絕了Talen Energy Corp (NASDAQ: TLN)計劃爲亞馬遜公司 (NASDAQ: AMZN) 數據中心增加電力後,週一核能股票普遍下跌。
What Happened: The Federal Energy Regulatory Commission (FERC) on Friday rejected Talen Energy's request to increase how much power its Susquehanna nuclear plant in Pennsylvania can provide to Amazon Web Services.
事件經過:聯邦能源監管委員會 (FERC) 上週五否決了Talen Energy要求增加賓夕法尼亞州Susquehanna核電站向亞馬遜網絡服務提供的電力量的請求。
According to a CNBC report, Talen Energy sold a data center campus to Amazon in March for $650 million. The company had filed a request to increase the power dispatched to the facility from 300 megawatts to 480 megawatts, but FERC shot it down, saying the arrangement could have "huge ramifications" on grid reliability and consumer costs.
據CNBC報道,Talen Energy於三月以65000萬美元的價格將數據中心園區出售給了亞馬遜。公司已經提交了增加該設施電力分配量從300兆瓦到480兆瓦的請求,但是FERC否決了該請求,並表示該安排可能對電網可靠性和消費者成本產生「重大影響」。
Talen issued a statement in response to the order rejecting its amended plans, saying it believes FERC "erred" in its decision. The company noted that it's evaluating its options with a focus on commercial solutions.
Talen對拒絕其修改計劃的命令發表了一份聲明,稱其認爲FERC在決策上「出現錯誤」。公司指出,它正在評估各種商業解決方案。
"We believe this ISA amendment is just and reasonable and in the best interest of consumers. FERC's decision will have a chilling effect on economic development in states such as Pennsylvania, Ohio, and New Jersey," the company said in the statement.
「我們認爲這一ISA修正案是公正和合理的,並符合消費者最佳利益。FERC的決定將對賓夕法尼亞、俄亥俄和新澤西等州的經濟發展產生冷卻效應,」該公司在聲明中表示。
Talen noted that the existing agreement allows for 300 MW of co-located load at Susquehanna. Despite the rejected amendment, Talen said it can still proceed with development of the first phases of the Amazon Web Services data center campus using the 300 MW while it continues to pursue approval of an amended agreement.
Talen指出,現有協議允許Susquehanna站點容納300兆瓦的負荷。儘管修改被拒絕,Talen表示仍可繼續發展亞馬遜網絡服務數據中心園區的第一階段,同時繼續尋求修訂協議的批准。
Several nuclear stocks are falling Monday after rallying over the past month. Constellation Energy Corp (NASDAQ:CEG) and Vistra Corp (NYSE:VST) were down 10.5% and 2.2%, respectively, in sympathy with Talen.
幾家核能股票在過去一個月的上漲後,週一出現了下跌。Constellation Energy Corp (NASDAQ: CEG) 和Vistra Corp (NYSE: VST) 分別下跌了10.5% 和2.2%,與Talen同步。
Oklo Inc (NYSE:OKLO), which is chaired by OpenAI's Sam Altman, has been one of the most popular nuclear plays in recent weeks. It was down 6.65% at $20.22 at the time of writing.
Oklo Inc (NYSE: OKLO)由OpenAI的Sam Altman擔任主席,是最近幾週中最受歡迎的核能投資之一。寫作時,股價爲20.22美元,下跌了6.65%。
Other small modular reactor (SMR) companies like NuScale Power Corp (NYSE:SMR) and Nano Nuclear Energy Inc (NASDAQ:NNE), were also trading lower, down 2.5% and 10.2%, respectively.
像NuScale Power Corp (NYSE:SMR)和Nano Nuclear Energy Inc (NASDAQ:NNE)等其他小型模塊反應堆公司的股價也下跌,分別下跌2.5%和10.2%。
Nuclear fuel names have also seen increased attention in recent weeks. Shares of uranium fuel producer Cameco Corp (NYSE:CCJ) were down more than 2% at the time of writing. Shares of Lightbridge Corp (NASDAQ:LTBR), a nuclear fuel technology company, were down 1.93% at last check.
核燃料公司也在最近幾周受到了增加的關注。鈾燃料生產商Cameco Corp (NYSE:CCJ)的股價在寫作時下跌超過2%。核燃料技術公司Lightbridge Corp (NASDAQ:LTBR)的股價最新檢查時下跌了1.93%。
Shares of ASP Isotopes Inc (NASDAQ:ASPI), which signed a deal with Bill Gates-backed TerraPower last week and has seen increased attention across social platforms in recent weeks, were down about 14% at the time of writing.
上週與比爾·蓋茨支持的TerraPower簽署協議並在近幾周在社交平台上受到更多關注的ASP Isotopes Inc (NASDAQ:ASPI)股價在寫作時下跌約14%。
The VanEck Uranium And Nuclear ETF (NYSE:NLR) was down 3.22% and the Global X Uranium ETF (NYSE:URA) was down 2.37% in afternoon trading Monday.
VanEck Uranium And Nuclear ETF (NYSE:NLR)在週一下午交易中下跌了3.22%,而Global X鈾etf (NYSE:URA)下跌了2.37%。
Despite Monday's pullback, nuclear stocks are still up significantly over the past month driven by an increased focus on nuclear from hyperscalers aiming to keep up with the rising energy demands of data centers related to the AI boom.
儘管週一有所回落,但由於超大規模雲計算公司專注於核能以滿足與人工智能繁榮相關的數據中心日益增長的能源需求,核股票在過去一個月中仍有顯着上漲。
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譯文內容由第三人軟體翻譯。