Google, Constellation ink 3,590-megawatt contract
A large power supply contract materially shifts electricity demand and generation allocation for Google and Constellation.
Source →The trace
How it reaches your house.
Starting from Constellation Energy (Everett LNG), we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Constellation Energy (Everett LNG) →supply upGoogleGOOGL
Google contracted 3,590 MW from Constellation, materially increasing secured electricity supply for its data-center load.
“Google has contracted for 3,590 megawatts of power from Constellation Energy in the U.S.' largest power grid, with new nuclear energy accounting for about a quarter of that supply, the companies said on Tuesday.”
97% confidenceCited →NextEra Energy, Inc. →supply upIndustrial electricity (high-voltage)
The Google/Constellation deal adds new nuclear capacity to the PJM grid and expands total electricity generation available, which should modestly ease high-voltage industrial electricity supply for NextEra's operations, though the market-wide effect is indirect.
44% confidence
Where it lands
What you buy, and what you own.
Goods you buy
No consumer goods on this path.
In the MyPRIA app, this is checked against your own holdings.