逻辑变了？美监管机构拒绝与亚马逊核电协议，多只核电股遭“血洗”

智通财经网11-05

智通财经APP获悉，受美国联邦能源管理委员会(FERC)拒绝与亚马逊(AMZN.US)数据中心达成互联协议的影响， Talen Energy Corporation (TLN.US)股价在周一盘前交易中下跌2%。该委员会成员表示，这笔交易可能会增加公众电费，并影响电网可靠性。其他核电股股价也下挫。 Centrus Energy Corp. (LEU.US)周一跌28%，Sam Altman持股的 ...

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(LEU.US)周一跌28%，Sam Altman持股的 Oklo Inc.(OKLO.US)跌2.86%， NuScale Power (SMR.US)跌2.84%，   道明尼资源 (D.US)跌2.32%。Constellation Energy(CEG.US)跌12%，Vistra Energy(VST.US)下跌3%，公务集团(PEG.US)下跌6%。据悉，修订后的该互联协议预计将从Talen Energy的萨斯奎哈纳(Susquehanna)工厂向位于宾夕法尼亚州核电站的亚马逊数据中心提供更多电力。FERC委员马克·克里斯蒂表示：“这里提出的这种共址安排提出了一系列复杂、微妙和多方面的问题，这些问题可能对电网可靠性和消费者成本产生巨大影响。”Talen Energy在回应裁决时说，它正在评估各种选择，重点关注商业解决方案，“我们相信ISA修正案是公正合理的，符合消费者的最大利益。”该提案旨在修改PJM、电网运营商、发电厂所有者Susquehanna Nuclear和互联传输所有者PPL之间的互连服务协议，该协议旨在将数据中心的共置负载从300兆瓦增加到480兆瓦。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"policyRegulatory,movement","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2481563352"}