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Constellation Energy to supply nuclear power to Walmart facility under 15-year deal

Walmart has entered its first nuclear power agreement with Constellation Energy to supply electricity from the Dresden Clean Energy Center in Illinois. The 15-year deal aims to support Walmart's expansion and improve grid reliability through emissions-free energy. This agreement signals demand for nuclear power beyond AI data centers.

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Walmart and Constellation Energy announced a long-term nuclear power purchase agreement for a facility in Illinois.

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  1. Constellation Energy and Walmart Sign 15-Year Nuclear Power Deal

    Walmart has entered its first nuclear power agreement with Constellation Energy to supply electricity from the Dresden Clean Energy Center in Illinois. The 15-year deal aims to support Walmart's expansion and improve grid reliability through emissions-free energy. This agreement signals demand for nuclear power beyond AI data centers.

    What's confirmed:

    • Constellation Energy and Walmart signed a 15-year nuclear power deal.
    • The agreement provides emissions-free energy from the Dresden Clean Energy Center in Illinois.
    • This is the first nuclear deal for Walmart.

    Still unconfirmed:

    • Walmart will purchase approximately 176 megawatts of electricity.
    • Constellation Energy stock could be 25.6% undervalued following the deal.
    confidence 95%