Some interesting details in this profile of Constellation CEO Joe Dominguez:
-He's bullish on climate policy even though he wooed Trump and came out against state net-zero policies that prioritize wind and solar.
-After buying Calpine, with its enormous natural gas fleet, he wants all new gas plants designed with CCS.
-The Calpine purchase, which is still pending DOJ approval, will make Constellation not only the biggest nuclear operator but the owners of the world's largest geothermal plant, the Geysers. (Notably, Constellation is also the big investor behind the next-gen geothermal company XGS Energy.)
-A major Republican donor credits the utility boss with selling Trump on nuclear.
- Haunted by a "disastrous build" of power plants in Massachusetts in the early 2000s, Dominguez has shied away from building new power plants. Instead, he's uprating existing plants or reopening shuttered ones (i.e. Three Mile Island).
-JPMorgan's Jamie Dimon is a big fan: “He’s very smart, can explain complex subjects easily, and understands the whole energy system."
https://www.barrons.com/articles/constellation-energy-ai-data-centers-ceo-joe-dominguez-calpine-nuclear-renewables-357e6c29?st=PyG1W6&reflink=desktopwebshare_permalink