Dominguez 表示，科技大客户的长期承诺推动了核电投资，能源部的有条件贷款将帮助公司更快增加可靠电力。
我们与谷歌和亚马逊的协议表明，长期客户承诺可以激励数十亿美元投资于新的可靠核电产能。这笔有条件贷款承诺可以帮助我们更快、更远地前进，为电网提供更多可靠电力，创造并保住高薪就业，增强美国能源安全，并帮助家庭和企业控制能源成本。
原文 (en)
Our agreements with Google and Amazon demonstrate how long-term customer commitments can incentivise billions of dollars in investment in new, reliable nuclear capacity. This conditional loan commitment can help us move faster and go further, putting more reliable power on the grid, creating and preserving good-paying jobs, strengthening American energy security and helping families and businesses manage energy costs.
Joe Dominguez 称，美国能源部的有条件贷款承诺可帮助 Constellation 加快推进项目、为电网增加可靠电力并增强能源安全。
董事长、总裁兼首席执行官 Joe Dominguez 表示，这项有条件承诺可以帮助公司加快行动，为电网增加可靠电力，并加强能源安全。
原文 (en)
Chairman, President and Chief Executive Officer Joe Dominguez said the conditional commitment could help the company move faster, add reliable power to the grid and strengthen energy security.
Dominguez 称，这笔 DOE 有条件贷款将加快增容进度，带来可靠电力、就业、能源安全并缓解用能成本。
这项有条件贷款承诺能帮助我们更快、更远地推进，向电网输送更多可靠电力，创造并保住高薪岗位，增强美国能源安全，并帮助家庭和企业控制能源成本。
原文 (en)
This conditional loan commitment can help us move faster and go further, putting more reliable power on the grid, creating and preserving good-paying jobs, strengthening American energy security, and helping families and businesses manage energy costs.
多明格斯称，将私营部门需求和投资与联邦融资结合、释放现有核电厂潜力，是美国赢得能源富足竞赛的方式。
這正是美國贏得能源富足競賽的方式——將私營部門的需求和投資與聯邦政府融資明智地結合在一起，釋放現有核電廠的更大潛力。
多明格斯认为，把私营部门需求和投资与联邦融资结合起来释放现有核电厂潜力，是美国赢得能源富足竞赛的方式。
这正是美国赢得能源富足竞赛的方式——将私营部门的需求和投资与联邦政府融资明智地结合在一起，释放现有核电厂的更大潜力。
多明格斯称，谷歌和亚马逊的长期承诺推动核电投资，DOE 贷款将加快功率提升、增加可靠电力并支持就业与能源安全。
我们与谷歌和亚马逊的协议表明，长期客户承诺可以激励数十亿美元投资于新的可靠核电容量。这项有条件贷款承诺能帮助我们更快、更远地推进，为电网提供更多可靠电力，创造并保住高薪岗位，加强美国能源安全，并帮助家庭和企业控制能源成本。
原文 (en)
Our agreements with Google and Amazon demonstrate how long-term customer commitments can incentivize billions of dollars in investment in new, reliable nuclear capacity. This conditional loan commitment can help us move faster and go further, putting more reliable power on the grid, creating and preserving good-paying jobs, strengthening American energy security and helping families and businesses manage energy costs.
Dominguez称，将民间需求与联邦融资结合，是美国赢得能源充裕竞赛的方式，可从现有核电站释放更多电力，长期客户协议带动数十亿美元投资。
这就是美国赢得能源充裕竞赛的方式——将民间部门的需求和投资与明智的联邦融资结合起来，从我们现有的核电站中释放更多电力。我们与谷歌和亚马逊的协议表明，长期客户承诺可以激励数十亿美元投资于新的可靠核电容量。
原文 (en)
"This is how America wins the race for energy abundance – by pairing private-sector demand and investment with smart federal financing to unlock more power from the nuclear plants we already have," said Joe Dominguez, Constellation chairman, president and CEO. "Our agreements with Google and Amazon demonstrate how long-term customer commitments can incentivize billions of dollars in investment in new, reliable nuclear capacity.
Dominguez认为，维持并扩大现有核电output、发展新的清洁发电，是在保持成本可负担的同时满足美国日益增长能源需求的关键。
保持并扩大现有核电机组的发电量，同时开发新的清洁发电能力，对于满足我国不断增长的能源需求、同时让家庭和企业用电成本可负担至关重要。
原文 (en)
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 while keeping costs affordable for homes and businesses
Dominguez认为电网的问题只是少数高峰时段的容量，而非整体能源不足，闲置容量可用于数据中心。
全年超过99%的时间里，发电和电网都有大量闲置容量。我们面临的是峰值容量问题，而不是能源问题。关键在于解决少数几个影响可靠性的高峰时段。
原文 (en)
We have plenty of unused capacity in generation and in the wires grid over 99% of the hours of the year. We have a peak capacity concern, not an energy concern. The secret sauce here is to deal with the handful of peak hours that present reliability concerns.
Dominguez称公司签署了约920兆瓦长期核电合同，平均期限18.5年，客户为投资级。
自上次财报电话会以来，我们已签署约920兆瓦的长期核电协议，符合我们对长期价值的判断。这些合同平均期限为18.5年，客户均为投资级。
原文 (en)
Since the last call, we have signed approximately 920 MW of long-term nuclear deals that are consistent with our view of long-term value. These contracts have an average duration of 18.5 years and are with investment-grade customers.
Dominguez称FERC推动PJM的速度前所未有，此前的监管担忧正在被解决。
长期关注PJM的人都明白，FERC要求PJM推进的速度前所未有。我们今年早些时候提出的许多担忧正在得到解决。
原文 (en)
As those who have followed PJM for years understand, the speed at which FERC is requiring PJM to move is unprecedented. Many of the concerns we raised earlier this year on that front are being addressed.
Dominguez警告称，若等新电厂建成才接入数据中心就会输给中国，早期数据经济必须依赖现有发电。
否则每个数据中心都得等每一兆瓦电力并网建成。如果那样，我们不如把钥匙交给中国。如果必须等新电厂建成才能连接任何数据中心，我们永远建不起这个经济体。
原文 (en)
Otherwise, we'd be waiting for every data center to wait for every megawatt to be interconnected and built. If that's the case, we might as well hand over the keys to China. We're never going to build this economy if the outcome is going to be we got to wait for new power plants to be built before we can connect any data center.
Dominguez预计PJM共址规则将在2027年上半年明确，远早于此前的2029年目标。
我们认为2027年第一至第二季度将在共址方面看到规则明确，远早于PJM此前设定的2029年目标。
原文 (en)
we think that we're going to see rule clarity in the first to second quarter of 2027 in terms of co-location, far ahead of where PJM might have been before, where they were targeting 2029.
Dominguez称ERCOT疲软源于电池早于数据中心负荷并网，随着数据中心建成市场将趋紧。
我们在得州看到的正是我们完全预料到的情形。电池储能等比负荷更早并网。我认为随着数据中心建成，市场将趋紧并大致达到平衡。
原文 (en)
What we're seeing in Texas is what we fully anticipated. The battery storage and other things you're talking about started earlier, they're arriving on the grid earlier than the load is. I think the market will start to tighten up as the data centers get built and you start to see the market come into more or less equilibrium.
Dominguez称新核电投资并不迫在眉睫，但公司正在准备厂址和许可。
目前没有任何新核电投资即将落地。我们正在做的、也将继续做的，是为新核电开发准备厂址，包括许可和早期厂址许可。
原文 (en)
there's nothing right now that I would describe as imminently on the horizon for investment in new nuclear. What you're seeing us do, and what you'll see us continue to do here, is to prepare our sites for new nuclear development, because that work's got to get done anyway, the permitting, the early site permits that are needed.
Dominguez称能源部长Chris Wright和多项研究都支持其关于闲置电网容量的观点。
在这个问题上最有力的声音其实是能源部长Chris Wright，他说的正是我三年来在这些电话会上说的。杜克、Brattle等众多研究也都支持这一点。
原文 (en)
the most powerful voice on this subject has actually been Department of Energy Secretary Chris Wright, who's been saying exactly what I've said on these calls now for three years. That's been now backed up by study after study from Duke and Brattle and many others who have talked about the same thing.