周三,Jefferies调整了Constellation Energy (NASDAQ:CEG)的目标价,将其从之前的256.00美元下调至234.00美元,同时维持对该股票的"持有"评级。这一修订是在上周五联邦能源监管委员会(FERC)做出最新决定后进行的,分析师认为这一决定抑制了此前市场对该公司的热情。
Amazon’s (NASDAQ:AMZN) plan to build a data center powered by a Pennsylvania nuclear power plant has not changed, even as the ...
The Federal Energy Regulatory Commission (FERC) rejected the ISA last week. The proposal aimed to revise an ISA involving PJM, the regional grid operator Susquehanna Nuclear, which owns the power ...
The Federal Energy Regulatory Commission (FERC) stopped an Amazon AI data center from drawing more power from Talen Energy’s Susquehanna plant in Pennsylvania.
然而,FERC的否决决定打破了这一计划。监管机构在权衡各方利益后,认为该协议可能会转移目前供应区域电网的大量电力,从而打破原有的电力供应平衡,影响其他地区和用户的电力供应稳定性。此外,协议中对于输电和配电升级费用的分担方式不明确,也给电力市场和消费者带来了潜在的经济风险。
AI热潮导致的巨量用电需求,不少科技公司也与核电厂签下数据中心供电合约,让美国核电站重燃振兴希望。不过,美国联邦能源监管委员会(FERC)上周投票否决了核电业者Talen能源公司为亚马逊数据中心增加供电的计划,导致该公司及其他美国核电公司股票周一大幅 ...
Nuclear plant owner Talen Energy Corp. says an initial 300 MW of data center development can proceed despite feds' rejection of grid link agreement to its Susquehanna facility in Pennsylvania's ...
智通财经APP获悉,中广核矿业(01164)再跌超4%,截至发稿,跌3.89%,报1.73港元,成交额1.18亿港元。 消息面上,美国联邦能源监管委员会(FERC)上周投票否决了核电业者 Talen 能源公司为亚马逊数据中心增加供电的计划,导致该公司及其他美国核电公司股票周一大幅下跌。分析人士称,FERC 的决定是“对核电数据中心投资主题的重大打击”。中泰国际此前表示,美国企业对核电需求原则上支持 ...
The commission agreed with opponents of the proposal, citing concerns about grid reliability and cost fairness.
The US Federal Energy Regulatory Commission (FERC) has rejected a proposal that would have allowed an Amazon data centre ...
And seeing as Oklo stock has more than doubled over the last 12 months, while Nano Nuclear has nearly quadrupled, and NuScale ...
Constellation Energy will continue to pursue deals to develop data centers on the sites of its U.S. power plants, days after ...