11月4日,美国核电运营商星座能源公司(Constellation Energy Corp,CEG)盘前股价大跌13.21%,引发市场广泛关注。这一重挫与一项重大监管决定密切相关。
据悉,今年3月,科技巨头亚马逊(AMZN)与宾夕法尼亚州的Talen Energy公司达成协议,计划在后者位于该州的Susquehanna核电站附近建设数据中心,并直接从该核电站采购电力。然而,上周五美国联邦能源管理委员会(FERC)否决了这一协议的修订版本,切断了亚马逊获取核电站廉价电力的途径。
作为美国最大的核电运营商,星座能源暗藏其中。分析人士认为,一旦亚马逊的采购计划彻底胎死腹中,星座能源将失去一名潜在的重要长期客户。同时,监管部门的这一否决决定也加大了政策环境的不确定性,将对行业的长远发展带来负面影响。
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