异动解读 | 能源行业领头羊CEG股价大跌5.33%,与电网运营商数据中心纠纷有关

异动解读
27 Nov 2024

美国最大的核电厂运营商CEG(Constellation Energy Corp)周二夜间交易中股价大跌5.33%,引发了市场的广泛关注。

Constellation Energy一直针对美国最大电网运营商PJM Interconnection提出投诉,称后者缺乏明确规则,阻碍了其在电厂厂址共建数据中心的尝试,存在不公平竞争的做法。CEG寻求美国监管机构能制定新的指导政策。

CEG还指斥前母公司Exelon等公用事业公司拒绝为其数据中心项目完成互联工作,或要求其从自身单位购买部分服务,存在利益冲突的情况。此前有监管机构以电网可靠性和消费者成本为由,否决了CEG在宾夕法尼亚州一处核电厂与数据中心共建的申请。这一系列纠纷可能导致CEG损失超过2400万美元。

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