Google secures 890 MW of nuclear power from Constellation Energy
A new long-term power offtake shifts nuclear generation capacity toward Google and Constellation's supply mix.
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) →Stands to benefitGoogle
The long-term PPA directly gives Google 890 MW of new reliable nuclear capacity, improving its power-supply security.
“Google and Constellation Energy today announced a long-term strategic clean energy collaboration to bring 890 megawatts (MW) of new, reliable nuclear capacity onto the PJM Interconnection grid to meet growing demand and increase grid reliability.”
98% confidenceCited →NextEra Energy, Inc. →supply upIndustrial electricity (high-voltage)
Google/Constellation's 890 MW nuclear addition expands PJM generation, so high-voltage industrial electricity should become somewhat more available; this is a material but not sole-source input.
58% confidenceGE Vernova (Gas Power) →Hop 2
Industrial electricity (high-voltage) →Prices riseGoogle's 890 MW nuclear offtake can tighten the US high-voltage power market by locking capacity into a long-term contract, nudging industrial electricity prices higher for other US users.
57% confidenceArcosa, Inc. →Prices easeGypsum (Natural & Synthetic FGD)
GE Vernova represents 12.2% of Arcosa revenue, so any slowdown there can trim Arcosa output and modestly ease demand and pricing for its gypsum input.
42% 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.