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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

FERC Expands Capacity Market Payments to Generators in New York

LCG, May 22, 2003-The Federal Energy Regulatory Commission has changed its policy on payments to electricity generating companies in New York state.

New York's capacity market requires that utilities pay power plant owners for keeping their generators working and available. Utilities in New York have to secure 118 percent of expected peak electricity demand. Until Wednesday, generators reserving this demand were paid according to the FERC regulation.

Starting yesterday, generators reserving electricity over the minimum 118 percent requirement will also receive payments. FERC decided to change its policy as the Commission found it will give "better price signals to investors for the construction of new generation, encourage the formation of long-term bilateral transactions and reduce incentives to withhold capacity," according to the FERC order.

Utilities not meeting the 118 percent requirement were charged $250 per kilowatt-hour for electricity, according to a deficiency charge.

The New York Independent System Operator will still assess secured capacity each month by requiring utilities to state how much capacity they have reserved for the coming month. However, those utilities who have not secured enough power will have the opportunity to purchase capacity as generators will be able to bid in available capacity.

Capacity payments will change according to power availability, and payments will reach $0 at the point when overall available capacity is over 130 percent of peak demand.

The current changes will be applicable for 3 years. FERC is positive the new capacity payments will stabilize power prices, although several utilities have come out against the changes.

The New York Independent System Operator will file annual capacity market reports in order that FERC will better assess the changes and prevent any possible withholding of capacity.

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