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NRC Renews Operating Licenses for Constellation's Nuclear Reactors at Clinton and Dresden Facilities

LCG, December 16, 2025--The Nuclear Regulatory Commission (NRC) announced today that it has renewed the operating licenses of Constellation LLC’s Clinton Unit 1 in Clinton, Illinois, and Dresden Units 2 and 3, near Morris, Illinois, for an additional 20 years beyond the current expiration dates. The combined capacity of these three, Illinois-based nuclear units is 2,925 MW, and the operating license extension will enable the units to generate carbon-free power through about 2050.

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ERCOT Announces Organizational Changes to Promote Grid Reliability, Rapid Demand Growth, and Innovation

LCG, December 12, 2025--Today, the Electric Reliability Council of Texas, Inc. (ERCOT) announced strategic organizational changes designed to accelerate innovation, strengthen grid reliability, and support the unprecedented growth in the demand for electricity across Texas. To meet these objectives, ERCOT created two new organizations: Interconnection and Grid Analysis, and Enterprise Data and Artificial Intelligence (AI). The two organizations will formally launch in January 2026.

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Industry News

ISO Says California Has Enough Capacity for the Summer

LCG, April 22, 2003Californias Independent System Operator said that the state will likely have enough electricity capacity for the peak usage that will come this summer.

Yesterday, the ISO, a not-for-profit entity responsible for reliability in electricity transmission, released a report regarding this summer. In its view, California has sufficient surplus electric capacity to meet peak demand, which in the West comes during the hottest points in the year.

The ISO did note that major plant outages or damaged transmission would alter the otherwise positive forecast.

Summer peak demand is expected to be 42,894 MW, around 450 megawatts higher than during last year but still less than the all-time highest demand of 43,554 megawats, which occurred in the midst of an economic boom in July 1999.

Some analysts worry that the surplus electricity will be insufficient to meet demand in the next few years because new generation projects have been slowed, suspended, or even cancelled due to poor market conditions. Also, older plants, especially coal-fired generators, may slowly go off line as they deteriorate or fail to meet new environmental restrictions.

However, others may point to the fact that lower demand may be in part due to fewer customers because of the slowed economic conditions. Better economic conditions in the future may result in higher demand but may also catalyze new interest in plant development and the resumption of preexisting projects.

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