Constellation Energy
Scores out of 100 · Ranks within the 50-company cohort
Target date 2026-09-18
Target date 2027-09-18
Target date 2030-09-18
Our power thesis
We forecast maximum Energy power from scarce firm generation and the ability to contract it to large buyers. Future restarts receive forecast credit only. Limited Interface and Alignment power constrain the overall score.
Four Forces breakdown
Each force uses the same fixed 0–100 scale. The strongest force and breadth of control determine the Power Score.
| Force | 2026 | 2027 | 2030 |
|---|---|---|---|
| Compute | 0 | 0 | 0 |
| Interface | 10 | 10 | 15 |
| Alignment | 5 | 5 | 5 |
| Energy | 95 | 100 | 100 |
Our forecast
Across our 2026–2030 view, the Power Score rises from 61.3 to 65.0; the rank moves from #30 to #38.
Interface 10 → 15; Energy 95 → 100.
The thesis above explains our call. Rank can fall even when power grows if other companies gain faster.
What would change our mind
Grid access, outages, or contract structures prevent firm generation from translating into bargaining power.
Research behind the judgment
Constellation’s current materials emphasize nuclear electricity and discuss the Crane restart as an ongoing project.
- Constellation newsCurrent 2026 company material · Accessed 2026-09-18
Sources inform the factual premises. Force scores, ranks, and forecasts are exmxc’s judgments as of this edition.