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X-energy Commences First Irradiation Tests of Advanced TRISO-X Nuclear Fuel at Idaho National Laboratory

LCG, November 6, 2025--X-energy Reactor Company, LLC, (X-energy) and the U.S. Office of Nuclear Energy today announced the start of confirmatory irradiation testing at Idaho National Laboratory (INL) to qualify X-energy’s proprietary TRISO-X fuel pebbles for commercial use in the Xe-100 Small Modular Reactor (SMR). (TRISO stands for TRi-structural ISOtropic). This is the first time that TRISO-X fuel pebbles will undergo irradiation testing in a U.S. lab, which is a critical step in meeting requirements set forth by the U.S. Nuclear Regulatory Commission (NRC) for the commercial deployment of advanced reactors that will use the fuel.

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NextEra Energy and Google Collaborate on Accelerating Nuclear Power Deployment

LCG, October 28, 2025--NextEra Energy and Google yesterday announced two agreements that will help meet growing electricity demand from artificial intelligence (AI) with clean, reliable, 24/7 nuclear power and strengthen the nation's nuclear leadership. First, Google signed a new, 25-year agreement for power generated at the Duane Arnold Energy Center, Iowa's only nuclear power facility. The 601-MW boiling water reactor unit was shut down in 2020 and is expected to commence operations by the first quarter of 2029, pending regulatory approvals to restart the plant.

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Industry News

Texas Has Power Glut for Now

LCG, May 30, 2002--Despite the cancellation of 15,000 megawatts of power resources that had been planned in Texas, the Lonestar State is heading into the summer peak season with 24 percent higher electric capacity than expected demand.

The state's overall capacity gives the state nearly twice the reserve margin considered necessary for reliability by the Electric Reliability Council of Texas. Since 1995, 16,000 megawatts of new generation has become operational, and 13,000 megawatts are under construction. 5,000 megawatts remain in development.

The building boom would have been helpful for any state, but for Texas, which has little in the way of transmission connecting it to other states, it provided self-reliance. Two small DC ties transfer up to 800 megawatts to and from the Southwest Power Pool. This means that most of the power supply will be available only to Texas customers.

Ample supplies of natural gas are attractive to developers, said Daniele Seitz, an analyst with Salomon Smith Barney, speaking to Reuters. "That attracted a lot of developers, Calpine being one of the major ones," Seitz notes. The glut has made older plants, which are less efficient, more in danger of being mothballed.

The boom in building seems to be close to tapering off. Said Seitz, "Once developers figured out that there was a lot of capacity coming on line and that it was not matched by the same kind of growth in demand, there was a very quick stoppage to that kind of (building)."

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