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13:00
Aug 04 ◎
Robert Gaudette CEO, NRG Energy, Inc. NRG Q2 FY26 call
NRG has secured 5.4 GW of turbine and EPC capacity through 2032, with each turbine slot tied to an active customer discussion, indicating strong demand for power solutions from data center developers. — The scarcity of gas turbine capacity is a bottleneck for new power projects; NRG's secured slots make it a key partner for hyperscalers and a competitor to utilities seeking to build generation.
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About CEG Analyst Coverage

Buzzberg tracks CEG (Constellation Energy Corporation) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Robert Gaudette.