CEG · 10-Q · 2026Q2 · Full report
Supply Chain Constraints
Constellation Energy Corp · 2026-08-06 · Importance 57 · Surprise 64 · Matches filing data
Constellation’s inventories increased to $3,368 million at June 30, 2026 from $1,736 million at December 31, 2025, a 94% increase. Materials and supplies rose to $2,223 million from $1,485 million, while natural gas, oil, and emission allowances represented the remaining $1,145 million. The filing does not identify specific supply shortages or lead-time constraints, but the sharp inventory build indicates materially higher stored inputs across the generating fleet, including nuclear, natural gas, renewable, and other facilities.
Key facts
- Inventories, net as of June 30, 2026: materials and supplies $2,223, natural gas, oil, and emission allowances $1,145, total $3,368 (compared to total $1,736 as of December 31, 2025). source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| assets | positive | realized | +1.7% | Inventories, net as of June 30, 2026: materials and supplies $2,223, natural gas, oil, and emission allowances $1,145, total $3,368… |