消息面上,公司近期利好密集释放。6月26日,星座能源向美国核管理委员会提交了纽约州Ginna和Nine Mile Point Unit 1核反应堆运营许可续期申请,推动核电资产长期运营至2050年代。同日,公司零排放信用计划续期预计将为电力用户节省高达500亿美元。此外,公司此前与沃尔玛签署长期核电购电协议,涉及约176兆瓦批发电力供应,自2029年起分两个15年期交付。多项举措强化了市场对公司核电资产长期价值及清洁能源战略的信心。
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