Google ile Constellation Energy arasındaki 890 MW nükleer güç anlaşması PJM bölgesinde sabit güç kapasitesini artırıyor

Kısaca

Google-Constellation anlaşması PJM bölgesinde 890 MW nükleer güç kapasitesi kullanımı sağlıyor ve 20 yıl boyunca güç temini içeriyor Toplam yatırım yaklaşık 4,3 milyar dolar olarak belirlenmiş durumda; 2028’de ilk güç teslimatı beklendiği belirtiliyor Güç talebi artışı ve şebeke baskısı nedeniyle enerji maliyetleri ve arz güvenliği konuları yakından izlenecek

Ana mesele

Google, Constellation Energy ile 890 MW nükleer güç için uzun vadeli anlaşma imzalayarak veri merkezlerini destekleyecek sabit güç kapasitesini büyütüyor

Ne değişti?

Yeni anlaşma, 20 yıl süreli güç satın alma ve 11 Constellation ortak nükleer ünitesinde kapasite artırımı taahhüdünü içeriyor

Beni nasıl etkiler?

Okuyucuya, veri merkezi enerji talebinin artması ve güç arzı üzerinde oluşan baskılar hakkında fikir verir

Ne oldu?

Google, Constellation Energy ile 890 MW nükleer güç için 20 yıllık güç satın alma anlaşması imzaladı

Neden şimdi?

Veri merkezi büyümesi ve küresel enerji talebinin artması nedeniyle sabit ve güvenilir güç sağlama ihtiyacı yükseldi

Neden önemli?

Nükleer kapasite artışının şebeke güvenilirliğini güçlendirmesi ve maliyet yapısında etkiler yaratması bekleniyor

Kimler etkileniyor?

• Veri merkezi operatörleri
• Elektrik tedarikçisi ve dağıtım operatörleri
• Regülatörler
• Yatırımcılar

Sektör ve piyasa etkisi

Nükleer kapasite artırımı, büyük veri merkezi talebinin finansmanı için uzun vadeli güvence sağlayabilir

Riskler

• Piyasa talebinde beklenmedik düşüş
• İnşaat ve operasyonel maliyetlerin öngörülememesi
• Regülasyon değişiklikleri

Takip edilmesi gerekenler

• PJM bölgesinde maliyet dalgalanmaları
• Başka firmaların benzer karbon yoğunluğu düşük enerji alımları
• İnşaat/kurulum takvimindeki gecikmeler
• Güç arzı ve güvenilirlik performansları

Haberin tamamı

Google/Alphabet NASDAQGOOG says it has contracted 3,590 megawatts of power from Constellation Energy NASDAQCEG in the largest US power grid, PJM Interconnection, which serves 67 million people across 13 states and Washington, D.C. New nuclear energy will account for about a quarter of that supply, or 890 megawatts. Artificial intelligence and data center expansion have drastically increased Google's electricity usage and carbon emissions.

Major tech companies are racing to secure massive amounts of electricity supplies to power data centers across the US by striking unprecedented power deals and reviving the country's nuclear industry, Reuters reported on Tuesday. Unlike renewables, nuclear provides continuous base-load power. Data centers are inherently energy-intensive, and their power consumption is projected to double globally by 2030, reaching around 945-980 terawatt-hours TWh annually.

In some countries like the US, they could account for up to 12% of total electricity consumption by 2030, straining existing power grids. The Google-Constellation deal involves adding capacity at several of Constellation's nuclear reactors in the Midwest and Mid-Atlantic regions.

"The 20-year power purchase agreementwill enable investments in new equipment and technology at 11 Constellation-owned nuclear units in Illinois, Pennsylvania, and New Jersey, increasing thermal and electrical efficiency to unlock additional reliable, firm power to serve the grid," Constellation wrote in a statement. The company will make over $4.3 billion of new investments in its fleet as part of the agreement. Electricity from the first of the upgraded plants would be delivered in 2028.

Reuters notes the agreement between Google and Constellation is in response to PJM's "bring your own power" proposal Rising electricity demand driven largely by the data center expansion has contributed to a more than 11-fold increase in PJM capacity prices since 2024 and left the grid with a power shortfall.

In response, PJM management has proposed requiring data center customers connected to the 13-state grid to either bring their own power or face being shut off from grid power remotely in times of peak demand. The Google-Constellation deal is the latest in a string of nuclear power announcements involving "Magnificent Seven" tech companies. Google has also contracted to restart NextEra Energy's NYSENEE nuclear power plant in Iowa.

Constellation has agreed to restart its Three Mile Island reactor in Pennsylvania to serve Microsoft's NASDAQMSFT data centers. Constellation has a 20-year power purchase agreement announced Sept. 30 with Amazon NASDAQAMZN to supply it with 690 megawatts from its Calvert Cliffs nuclear plant in Maryland; and a 20-year virtual PPA with Meta NASDAQMETA for 1,121 MW of power.

In August, Oilprice reported that Major data center operator Equinix EQIX.O announced a series of agreements to secure advanced nuclear electricity, including power purchase agreements and a pre-order for microreactors, to fuel its data centers. The move comes as the growing energy demands of data centers, driven by technologies like generative artificial intelligence AI, raise concerns about global power supplies.

According to a company statement, the agreements are part of Equinix's long-term strategy to ensure a stable and sustainable electricity supply for its global operations. The deals are expected to provide more than one gigawatt of electricity to Equinix's data centers, a significant step as the company plans for future growth. The United States accounts for roughly 30% of global nuclear electricity generation, making it the world's top nuclear provider.

Other significant nuclear states include France, China, Russia and South Korea. The 94 operating reactors spread across commercial power plants produce about 782,000 gigawatt-hours GWh annually, which supplies nearly 18-19% of the total electricity used in the country. The last new nuclear reactor built in the US is Vogtle Unit 4 in Burke, Georgia, which began commercial operation in April 2024. By Andrew Topf for Oilprice.com

Kaynaklar

• OilPrice.com