| Segment | Value | % of Price | Type |
|---|---|---|---|
| Net Cash | $7 | 3% | auditable |
| Nuclear Fleet | $200 | 71% | anchored |
| Commercial & Retail | $60 | 21% | anchored |
| Clean Energy Premium | $15 | 5% | anchored |
Anchored: $275/sh (98%) · Speculative: $0/sh (0%)
CEG's nuclear fleet is the largest in the US with ~21 GW of capacity operating at a 94.7% capacity factor. No new nuclear has been built at scale in the US since the 1970s, creating an irreplaceable asset base. NRC licenses extend to 2047-2051, with framework allowing 80-year operation. The fleet's...
CEG's commercial and retail business generates revenue from C&I (commercial and industrial) power sales, retail electricity contracts, and wholesale power marketing. This segment provides a stable revenue base that complements the nuclear fleet. Post-Calpine, the retail customer base expanded...
The Clean Energy Premium represents the incremental value from CEG's carbon-free generation attributes — the premium hyperscalers and corporations pay specifically for verified clean energy. This includes: (1) TMI/Crane Clean Energy Center restart as the poster child for nuclear renaissance, (2)...