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Nuclear Generation by Geography
Maps out nuclear energy production across various locations, reflecting the company's commitment to stable, low-carbon power generation and its strategic positioning in different regulatory environments.Midwest remains Constellation's nuclear backbone with steady seasonal peaks; ERCOT only began contributing after 2023 and has ramped to a meaningful but smaller slice, diversifying geography while exposing output to ERCOT price softness and interconnection/regulatory timing. Mid-Atlantic and New York show predictable seasonal/refueling dips—recent Q1 softness aligns with extra planned outages and weaker ZEC credits. Management's 92.3% Q1 nuclear capacity factor confirms operational strength, supporting the company's free cash flow, buyback, and uprate-driven growth thesis, provided PJM/FERC timing doesn't delay capacity accretion.
Date | Mid-Atlantic | Midwest | New York | ERCOT |
|---|---|---|---|---|
Jun 30, 2026 | 12.68B | 23.11B | 6.34B | 2.04B |
Mar 31, 2026 | 13.33B | 22.97B | 6.01B | 2.35B |
Dec 31, 2025 | 13.81B | 22.87B | 6.75B | 2.03B |
Sep 30, 2025 | 13.66B | 23.64B | 6.67B | 2.50B |
Jun 30, 2025 | 12.26B | 23.76B | 6.63B | 2.52B |
Mar 31, 2025 | 13.18B | 23.60B | 6.28B | 2.53B |
Dec 31, 2024 | 13.06B | 23.94B | 6.48B | 2.02B |
Sep 30, 2024 | 13.42B | 23.84B | 5.89B | 2.36B |
Jun 30, 2024 | 13.23B | 23.63B | 6.68B | 1.77B |
Mar 31, 2024 | 13.19B | 23.92B | 6.08B | 2.20B |