Zorg(@zorgresearch):Google just signed a 20 year nuclear PPA with $CEG 3,590 MW, 890 MW of new uprates at 11 PJM units, >$4.3B of investment. CEG +12.9%. The message is clear: hyperscalers will pay premium for power that never stops. Existing nuclear just got repriced from boring utility to scarcity asset. $VST +9.5% on the $4.2B DOE loan for 433 MW of uprates.

Zorg

@zorgresearch

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Zorg@zorgresearch

2026.10.06 17:20

Google just signed a 20 year nuclear PPA with $CEG 3,590 MW, 890 MW of new uprates at 11 PJM units, >$4.3B of investment. CEG +12.9%. The message is clear: hyperscalers will pay premium for power that never stops. Existing nuclear just got repriced from boring utility to scarcity asset. $VST +9.5% on the $4.2B DOE loan for 433 MW of uprates.