Kilambi News

Amazon signs 20-year Constellation PPA for Maryland nuclear plant

Infrastructure Wednesday, October 7, 2026 · Updated Oct 7, 2026 07:07

Amazon agreed to a 20-year power purchase agreement for 690 MW from Constellation's Calvert Cliffs nuclear plant in Maryland, unlocking more than $3 billion of plant upgrades and expansion.

Why it matters: The corporate PPA underwrites a 20-year relicense and 190 MW of new nuclear capacity, showing how hyperscaler balance sheets are replacing utility rate-base capital for baseload expansion.

Data as of Agreement announced September 30, 2026 (Dow Jones Newswires); surfaced in October 7 RSS scan; not previously covered in this edition.

Amazon will buy 690 MW of power from the 1,790 MW Calvert Cliffs Clean Energy Center in Lusby, Maryland, the state’s only nuclear plant and the source of about 80 percent of its carbon-free electricity. The 20-year PPA includes roughly 190 MW of new emissions-free capacity from plant uprates scheduled to come online between 2030 and 2032, and the companies also signed a related retail supply agreement covering Amazon operations across the 13-state PJM market.

The revenue certainty lets Constellation relicense the plant for another 20 years and funds more than $3 billion of infrastructure investment across the facility. Constellation CEO Joe Dominguez framed the deal as evidence that private investment can reinforce essential energy infrastructure, and said Amazon’s commitment creates a foundation for advanced nuclear development at the site.

The deal follows the same playbook as the Constellation-Google agreement covered in this edition’s technology beat: hyperscalers providing the long-term offtake that unlocks baseload generation investment in the capacity-constrained PJM region, with all Calvert Cliffs power continuing to flow into the regional grid.

Sources

  1. Constellation and Amazon Sign $3 Billion Deal to Upgrade Maryland Energy Plant · Dow Jones Newswires via Morningstar · 2026-09-30
  2. Amazon Signs 20-Year Deal with Constellation to Upgrade, Extend Life of Nuclear Plant · ESG Today · 2026-10-01
  3. Amazon Signs 20-Year Nuclear PPA with Constellation to Match East Coast Operations via Uprated Maryland Reactors · Energy Tech · 2026-10-01