Constellation Energy: FY24 Q2 earnings call, Aug 6, 2024

Tue, Aug 6Earnings callSpeaker-labelled transcriptConstellation Energy

No Kalshi or Polymarket word markets were listed for Constellation Energy’s Aug 6, 2024 earnings call (FY24 Q2). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

25 matches for “PJM”; 5 quoted, at least 25 words apart.

Joseph Dominguezcompanyprepared

…minutes on two topics that are garnering a lot of attention. The PJM capacity market auction results and the data center opportunities and the FERC…

Joseph Dominguezcompanyprepared

…fundamentals in considerable detail. Fortunately, the reforms FERC recently approved for the PJM capacity market are designed to incentivize the supply that we need, namely…

Joseph Dominguezcompanyprepared

…fair level of compensation. In light of the forecasted load growth in PJM, we expect to see higher sustained pricing for capacity to address reliability…

Joseph Dominguezcompanyprepared

…out bumps. But I think it's important to remember that adjusted inflammation, PJM energy and capacity prices are less today than they were 15 years…

Joseph Dominguezcompanyprepared

…is a reliable and zero emission megawatt of electricity. To us, the PJM results are just another data point that Constellation's thesis is right and…

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