The company said it learned the results of the PJM 2026-2027 planning year capacity auction on July 22, 2025, and that each of its power plants in the PJM market cleared in the auction. The auction results take effect on June 1, 2026.

8-KOther EventsFiled Jul 22, 2025Period of report Jul 22, 2025Summary published (UTC) Oct 13, 2026

Key points

AI summary

The company said it learned the results of the PJM 2026-2027 planning year capacity auction on July 22, 2025, and that each of its power plants in the PJM market cleared in the auction. The auction results take effect on June 1, 2026.
The company disclosed that its cleared capacity volumes at ownership in the PJM portfolio were 15,550 MW for nuclear and 2,475 MW for Fossil/Others, for a total of 18,025 MW.
The company disclosed cleared capacity of 9,750 MW in ComEd, 6,200 MW in EMAAC, 1,700 MW in MAAC and 375 MW in BGE. It said the Capacity Performance price for every zone and type with a price shown in the table was $329.
The company said capacity revenue from nuclear generation is included in the gross receipts calculation for the Production Tax Credit. It also said about 6,200 MW of ComEd nuclear capacity participates in the Illinois Carbon Mitigation Credit Procurement Plan.

Summary

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Analysis scope · Filing bodyWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

Confirms PJM 2026-2027 Capacity Auction Results

The company said it learned the results of the PJM 2026-2027 planning year capacity auction on July 22, 2025, and that each of its power plants in the PJM market cleared in the auction. The auction results take effect on June 1, 2026.

Source · Based on the filing body and exhibits

PJM Portfolio Cleared Capacity of 18,025 MW

The company disclosed that its cleared capacity volumes at ownership in the PJM portfolio were 15,550 MW for nuclear and 2,475 MW for Fossil/Others, for a total of 18,025 MW.

Source · Based on the filing body and exhibits

Cleared Capacity by Zone and Price $329

The company disclosed cleared capacity of 9,750 MW in ComEd, 6,200 MW in EMAAC, 1,700 MW in MAAC and 375 MW in BGE. It said the Capacity Performance price for every zone and type with a price shown in the table was $329.

Source · Based on the filing body and exhibits

Nuclear Capacity Revenue and Illinois Credit Program

The company said capacity revenue from nuclear generation is included in the gross receipts calculation for the Production Tax Credit. It also said about 6,200 MW of ComEd nuclear capacity participates in the Illinois Carbon Mitigation Credit Procurement Plan.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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