Jan. 11 at 3:04 PM
$VST $CEG $TLN $META The market is sleeping on nuclear uprates. ⚡ Upgrades at existing plants are unlocking huge extra generation and earnings — faster and cheaper than building new nukes or SMRs.
Meta alone is adding 433 MW through uprates at Perry (OH), Davis-Besse (OH), and Beaver Valley (PA) — over 15% of today’s contracted capacity goes straight into PJM.
Quick PJM nuclear rundown:
• Perry, OH: 1,268 MW, 600+ jobs
• Davis-Besse, OH: 908 MW, 600+ jobs
• Beaver Valley, PA: 1,872 MW, 750+ jobs
These upgrades aren’t just numbers — they’re meaningful capacity boosts and huge earnings potential for merchant nukes. The market is seriously underestimating this. 🔥
https://x.com/Theresa40319009/status/2008802936814776503