Catalyst calendar
The repricing schedule is mostly public if you actually look at it.
AllI · Enrichment & HALEUII · Uranium conversion & deconversionIII · Uranium supply & miningIV · Fuel fabrication & TRISOV · Large forgings & heavy componentsVI · Zirconium & specialty metalsVII · SMR & advanced reactor platformsVIII · Restarts, uprates & nuclear utilitiesIX · Instrumentation, controls & outage servicesX · Private giants & exposure vehicles
January 2027
- 01highPolicyCEGNRC final decision on Crane Clean Energy Center restart (expected 2027)NRC review of the Crane Clean Energy Center (ex-Three Mile Island Unit 1) restart is the gating regulatory step before Constellation returns the unit to service for its Microsoft PPA; a final decision is expected in 2027 (date is a placeholder).
Past
- 2026-08-06Talen Energy Q2 2026 earnings
- 2026-07-30Constellation Energy Q2 2026 earnings
- 2026-07-29NextEra Energy Q2 2026 earnings