Constellation Energy

also referred to as: constellation

3 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Mar 28, 2024 by Shayle Kann · said 13 times in 8 episodes since 2024 · across every show →

Mentions by year

brought up most by Laurent Bueneau (3), Chris Colbert (3), Shayle Kann (2), Shanu Matthew (2), Stephen Lacey (1), Sean McAvoy (1), Pierre Lafarge (1)

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2026 1 mention in 1 episode
2025 11 mentions in 6 episodes 2 per episode
2024 1 mention in 1 episode

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Everything said about Constellation Energy, oldest first

Mar 28, 2024 bullish
Assertion Supported
Kann: Constellation and Vistra share prices have surged on power capacity demand
“The share prices of companies like Constellation Energy and anybody who's long capacity has a lot of Especially clean firm capacity. So the owners of nuclear, but others as well, like their share prices are just through the roof. Vistra, a bunch of others this…”
Shayle Kann Mar 28, 2024 ▶ 11:10 The electricity gauntlet has arrived
Mar 11, 2025 bullish
Disclosure
Constellation uses Microsoft product to enable hourly green electricity matching
“Another customer where we have a tight partnership is Constellation. And with Constellation, we have a project called 24 Seven Matching, which is actually not a project, it's a product. And with that Constellation is able to tag its green electricity hourly, w…”
Laurent Bueneau Mar 11, 2025 ▶ 9:41 How AI is solving real utility challenges [partner content]
Dec 4, 2025 neutral
Assertion Contradicted
Matthew: Constellation CEO says current power prices cannot support new gas plants
“If you look at the, like the last two earnings calls, right, you have the folks like the CEO of constellation talking about the fact that, you know, energy prices actually aren't supportive of building new gas plants, which may or may not be true.”
Shanu Matthew Dec 4, 2025 ▶ 28:29 Who benefits from the AI power bottleneck?
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