CEG · 10-Q · 2026Q2 · Full report

Nuclear Fuel Supply Diversification

Constellation Energy Corp · 2026-08-06 · Importance 37 · Surprise 42

Constellation obtains nuclear fuel predominantly through long-term uranium supply and service contracts with diverse domestic and international suppliers. The company is procuring fuel years in advance to support refueling requirements and reduce exposure to Russian nuclear-fuel supply. It has entered into contracts to increase nuclear fuel inventory in response to potential longer-term security and cost risks. These actions are intended to maintain continuity of fuel supply for the nuclear fleet over the long term.