Constellation Energy announced a new agreement with W. L. Gore & Associates to add hourly carbon‑free energy matching, expanding the partnership that began in June 2024. The deal will deliver about 110,000 megawatt‑hours of clean electricity each year, reducing Gore’s scope‑2 emissions by roughly 33,000 metric tons by November 2026.
The hourly matching leverages Constellation’s nuclear fleet, which provides a continuous, emissions‑free supply that can be matched in real time. Jim McHugh, Constellation’s chief commercial officer, said the partnership demonstrates how the company’s “always‑on” portfolio can help large customers meet aggressive net‑zero targets without sacrificing reliability.
For Gore, the expansion builds on the June 2024 solar purchase agreement and signals a deepening commitment to carbon neutrality by 2050. Ryan Kelley, Gore’s carbon‑reduction champion, noted that the new arrangement allows the company to verify at any hour that its electricity comes from carbon‑free sources, reinforcing its sustainability narrative.
The agreement comes at a time when Constellation is positioning itself as the largest producer of carbon‑free power in the United States. The company’s Q3 2025 earnings showed adjusted operating earnings of $3.04 per share, slightly below analyst expectations, and revenue of $6.57 billion, a modest miss. Management cited strong demand for clean energy and the need to manage cost inflation as reasons for the earnings shortfall.
Constellation is also in the final stages of acquiring Calpine Corporation, a $26.6 billion deal that will add natural‑gas and geothermal assets to its portfolio. The combination is expected to broaden the company’s low‑carbon generation mix and enhance its ability to deliver reliable, emissions‑free power to customers like Gore.
Overall, the new hourly matching agreement strengthens Constellation’s position as a preferred supplier for companies pursuing net‑zero goals, while providing Gore with a dependable, verifiable source of clean electricity. The partnership underscores the growing market for real‑time carbon‑free power and signals continued momentum for both companies’ sustainability strategies.
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