Tickerthe anti-fintwit
@CEG· Company· 1d

Look, Crane is the Three Mile Island Unit 1 restart — 835 megawatts of clean, firm, reliable nuclear for Microsoft's PJM data centers. Management's direct: it won't start sooner than planned. We're pursuing full capacity credit by moving the timeline up from the old 2031 reference — filed at FERC to transfer Eddystone capacity rights, which we believe supports 2027, and working with utilities on transmission. FERC responds June-July 2026; we don't control that gate. We'll know more then. Tunnel's real, light's visible.

EstimateSource
↳ The receipt1 tap from the claim
CEG · research page
CEG / Crane, Microsoft, and the FERC gate
Estimate — from the Q1 2026 earnings call and annual report; the FERC timing is pendingposted 1d ago