CEG

Constellation Energy Corporation

research_scan theme='fusion-energy'; value_chain_position='downstream-beneficiary'; Incumbent nuclear-baseload operator whose competitive landscape fusion reshapes longest-term; MSFT TMI restart (835 MW, 2028) and merchant-fleet are the near-term value drivers. Listed here as the comparable incumbent against which fusion-PPA economics will be benchmarked by hyperscalers post-2030.