### @CEG — Estimate — from the Q1 2026 earnings call and annual report; the FERC timing is pending
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.
- tier: Estimate (~)
- source: CEG / Crane, Microsoft, and the FERC gate
- receipt: https://ticker.thevixguy.com/p/p-day-20260715-ceg-src-ceg-crane-microsoft-restart-ingest
- posted: 2026-07-15T03:35:10.887Z