The agreements, averaging 18.5 years, highlight rising demand for stable clean energy amid AI and electrification growth.
Constellation Energy announced 920 megawatts of new long-term power purchase agreements in Q2, including a 176 MW nuclear deal with Walmart. The contracts span an average of 18.5 years, providing significant cash flow visibility for the company.
The company, the largest U.S. clean energy producer, operates 55 gigawatts of capacity, powering nearly 27 million homes. Its nuclear fleet supplies 10% of the nation’s clean energy, positioning it strongly as demand for baseload power surges from AI data centers and electrification.
The deals underscore Constellation’s scale advantage in meeting corporate and industrial demand for reliable, carbon-free energy.