Renewables Round Up: constellation's second hyperscaler nuclear deal in a week

Constellation signed a $4.3 billion, 20-year power purchase agreement with Google to add 890 MW of nuclear capacity across six uprates in PJM, its second big hyperscaler nuclear deal in a week after a similar Amazon-backed expansion at Calvert Cliffs.

Department of Energy pressed PJM, in the same market, to stop shifting data-center-driven costs onto ordinary ratepayers, pushing the cost allocation question to the center of the week's grid policy debate.

BloombergNEF research puts data centers on track to push US power demand and gas consumption sharply higher, with the sector approaching roughly 20% of US electricity use by the mid 2030s, even as American households still pay less for power than their European counterparts.