Constellation

July 3, 2026

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Shared Interconnection Buys Speed. Disciplined Developers Already Underwrite the Curtailment.

Talen's $18 billion, 1,920 MW nuclear deal with AWS and Constellation's Three Mile Island restart for Microsoft both predate PJM's curtailment authority.

June 10, 2026

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418 GW Knock on Texas Doors. Behind-the-Meter Builders Skip the Line.

CyrusOne broke ground on 380 MW in Freestone County behind Calpine's 1 GW gas plant, with 760 MW of Constellation power already contracted.

June 1, 2026

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Tax Abatements Lose the Room. Power, Water, and Cost Causation Take Over.

Constellation signed a 380 MW deal with CyrusOne adjacent to the Freestone Energy Center in February, with an exclusive option on a second 380 MW phase.

May 30, 2026

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Reclaimed Water Cleared QTS's $10B Campus. Texas Developers Should Take Notes.

Texas is positioning for the next layer: $350 million in nuclear development funding is now open for applications, Last Energy moved its headquarters to Austin, and Constellation closed a 380 MW CyrusOne deal at Freestone with an exclusive on another 380 MW phase.

May 12, 2026

Blackstone and Halliburton announced a $1 billion investment in VoltaGrid for behind-the-meter generation May 11, NVIDIA committed $2.1 billion to IREN with the Sweetwater Texas 2 GW campus at the center, and Constellation locked another 380 MW with CyrusOne in Texas on top of Calpine's prior 400 MW.