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LCG Releases January–March 2026 PJM Congestion Outlook Featuring Fundamentals-Based 3-Month Forecast

LCG, December 2, 2025 — LCG today announced the release of its PJM Congestion Outlook for January–March 2026, delivering a fundamentals-based, three-month forecast designed to help traders and risk managers better navigate congestion risks in PJM’s FTR markets.

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DOE Selects TVA and Holtec to Rapidly Advance Deployment of Small Modular Reactors

LCG, December 2, 2025--The U.S. Department of Energy (DOE) today announced the selection of the Tennessee Valley Authority (TVA) and Holtec Government Services (Holtec) to support early deployments of advanced, light-water small modular reactors (SMRs) in the United States. With this announcement, DOE is supporting the first-mover teams to develop and construct the first Gen III+ small modular reactor (Gen III+ SMR) plants in the United States. The project teams will receive up to $800 million in federal cost-shared funding to advance initial projects in Tennessee (TVA) and Michigan (Holtec) and act to expand the Nation’s capacity while facilitating additional follow-on projects and associated supply chains.

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Industry News

Bills Circulated on Georgia Gas Restructuring

LCG, Feb. 20, 2002--Georgia Gov. Roy Barnes is expected to release a plan by the end of the week that addresses dissatisfaction among consumers and marketers with the current status of gas deregulation.

The proposal will likely share key elements of draft bills by state legislators. The governor's plan is expected by Rep. Mark Bukhalter (R-Alpharetta), and Sen. Nathan Dean (D-Rockmart) to have a provision establishing a "last resort" provider that would serve those customers unable to pay. Most customers are served by four marketers, who have said that their bills are inflated by unpaid accounts.

There is also speculation concerning approval of non-profit electric membership corporations as marketers, a move that would further broaden the range of market participants.

The four existing suppliers reacted negatively to a governor's task force recommendation that a regulated supplier be set up for customers unhappy with their current supplier. Neither Burkhalter nor Dean has said he supports this idea. Burkhalter believes that by allowing marketers to handle their own pipeline capacity scheduling, and to store natural gas in reserve, their payments to former monopoly supplier Atlanta Gas Light Co. would fall, in turn benefiting their customers.

So far, a dozen bills have circulated among Georgia lawmakers.
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