「英中对照」Constellation与Google签署20年期890兆瓦核电购电协议

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Dive Brief

Constellation Energy has signed 20-year power purchase agreements with both Google and Amazon in the last week, supporting almost 1.1 GW of nuclear expansions.Constellation Energy上周分别与谷歌和亚马逊签署了为期20年的购电协议，支持近1.1 GW的核电扩建。

Published Oct. 6, 2026 发布于2026年10月6日

First published on首次发布于

Dive Brief: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周二宣布与谷歌达成一项为期20年的购电协议，支持新增890 MW核电装机，将通过对PJM Interconnection内11台现有机组进行功率提升来实现。这些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，首台机组的功率提升预计于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.除了这项核电协议——该协议将由Constellation投入43亿美元新增投资提供支撑——两家公司还另外达成为期15年的供电协议，覆盖PJM市场另外2,700 MW电力。
• 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.今日发布此公告之前，Constellation上周刚与亚马逊达成一项类似的690 MW协议，核心是投资30亿美元对马里兰州卡尔弗特克利夫斯核电站进行190 MW扩建。该新增装机容量预计于2030年至2032年间并网。

Dive Insight:Dive Insight：

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，与谷歌的协议是对PJM「自带电力」提案的「直接回应」，并与白宫的电力用户保护承诺相一致。

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，该电网运营商在获取资源方面举步维艰。在联邦能源监管委员会9月29日决定仅部分批准该计划后，该电网运营商将推迟原定的可靠性兜底采购拍卖。

"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."「保护并扩大现有核电机组的出力，开发新的清洁能源发电，对于满足我国日益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。与谷歌的协议可以「成为科技企业与能源行业携手合作的典范……以由私营实体出资、为所有用户带来全网效益的方式展开。」

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，谷歌-Constellation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用电消耗。该协议涉及六个核电厂址，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.据两家公司公告，该协议将在能源运营中部署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与谷歌将把AI用于场址选择、潮流建模、许可审批与并网规划、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：“通过将核电站功率提升方面的商业投资与谷歌先进技术相结合，该协议为人工智能和数字基础设施的快速发展提供支持。”