「英中对照」Constellation与谷歌达成PJM区域890兆瓦核电机组升级20年购电协议

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Dive Brief

The deal with Google is a “direct response” to PJM’s Bring Your Own Power proposal, and aligns with the White House’s ratepayer protection pledge, Constellation said in a statement.Constellation在一份声明中表示，与Google达成的该协议是对PJM Bring Your Own Power提案的“直接回应”，并与白宫的电力用户保护承诺相一致。

Published Oct. 8, 2026 发布于 Oct. 8, 2026

First published on首次发布于

Dive Brief:

• Constellation Energy on Tuesday announced a 20-year power purchase agreement with Google supporting the addition of 890 MW of new nuclear generation, to be added through uprates of 11 existing units in the PJM Interconnection. The units are located at a half dozen locations in Illinois, Pennsylvania, and New Jersey, with the first uprate expected online in 2028.Constellation Energy于周二宣布了一项与Google达成的为期20年的购电协议，以支持新增890 MW核电；这些新增电力将通过对PJM Interconnection内11台现有机组进行功率提升实现。机组分布在伊利诺伊州、宾夕法尼亚州和新泽西州的六个场址，首个功率提升项目预计于2028年并网。
• Along with the nuclear deal — which will be backed by $4.3 billion in new investment by Constellation — the two companies also entered into a 15-year supply agreement for another 2,700 MW across the PJM market.除该核电协议外—— 该协议将由Constellation $4.3 billion的新增投资支持—— 两家公司还达成了一项为期15年的供应协议，在PJM市场再供应2,700 MW电力。
• The deal with Google is a “direct response” to PJM’s Bring Your Own Power proposal, and aligns with the White House’s ratepayer protection pledge, Constellation said in a statement. Constellation在一份声明中表示，与Google达成的该协议是对PJM Bring Your Own Power提案的“直接回应”，并与白宫的电力用户保护承诺相一致。 

Dive Insight:

The announcement today follows a similar 690-MW deal Constellation struck with Amazon last week, centered around a $3-billion, 190-MW expansion of the Calvert Cliffs nuclear plant in Maryland. That new capacity is expected to come online between 2030 and 2032.今日公告之前，Constellation上周曾与Amazon达成一项类似的690-MW协议，其核心是马里兰州Calvert Cliffs核电站一项耗资$3-billion、规模190-MW的扩建。该新增装机预计于2030年至2032年间并网。 

PJM Interconnection is short about 6.8 GW of new capacity, and is struggling to find resources as data center demand rises. The grid operator will delay a planned reliability backstop procurement auction following the Federal Energy Regulatory Commission’s Sept. 29 decision to only partly approve it.PJM Interconnection目前存在约6.8 GW的新增容量缺口；随着数据中心需求上升，其在获取资源方面举步维艰。在联邦能源监管委员会于 Sept. 29 作出仅部分批准该拍卖的决定后，该电网运营商将推迟计划中的可靠性后备采购拍卖。

"Preserving and expanding the output of the existing nuclear fleet and developing new clean generation is critical to meeting our nation's growing energy needs," Constellation Chairman, President and CEO Joe Dominguez said in a statement. The deal with Google can “serve as a model for how technology companies and the energy industry can work together ... in a way that delivers grid-wide benefits for all, funded by private entities."“维护并扩大现有核电机组群的出力、开发新的清洁发电，对于满足我国不断增长的能源需求至关重要，”Constellation董事长、总裁兼首席执行官Joe Dominguez在一份声明中表示。与Google达成的协议能够“成为科技公司与能源行业如何携手合作的典范……合作由私营实体出资，并为所有人带来全电网范围的效益。”

The Google-Constellation deal will incorporate operational load-shaping and demand-response capabilities to reduce power consumption during grid stress, the companies said. Across six nuclear sites, the agreement is expected to help sustain roughly 4,400 existing jobs and create approximately 7,200 temporary construction jobs.两家公司表示，Google与Constellation的协议将纳入运营负荷整形和需求响应能力，以在电网承压时降低电力消耗。 该协议覆盖六个核电场址，预计将帮助维持约4,400个现有就业岗位，并创造约7,200个临时施工岗位。

Shares of Constellation were up almost 14% in morning trading.Constellation股价在早盘交易中上涨近14%。

The deal calls for deploying Google Cloud and AI across energy operations, with Constellation building Gemini Enterprise agentic workflows “directly into its core operations,” according to the companies’ announcement. Under an expanded five-year technology agreement, Constellation and Google will utilize AI for site selection, power flow modeling, permitting and interconnection planning, generation optimization and infrastructure security.根据两家公司的公告，该交易要求在各项能源运营中部署 Google Cloud 和 AI，Constellation 将把 Gemini Enterprise 智能体工作流“直接构建到其核心运营中”。根据一项扩展的五年期技术协议，Constellation 和 Google 将把 AI 用于选址、潮流建模、许可与互联规划、发电优化以及基础设施安全。

“By pairing commercial investments in nuclear uprates with advanced Google technologies, this agreement supports the rapid growth of artificial intelligence and digital infrastructure,” they said.他们表示：“通过将对核能增容的商业投资与 Google 的先进技术相结合，该协议将支持人工智能和数字基础设施的快速增长。”