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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

Bruce Reactors' Wait to Restart Extended

LCG, June 13, 2003--Two nuclear reactors in Ontario, Bruce A units 3 and 4, are expected to start later than was recently expected, based on the need to meet regulatory requirements, according to the partnership operating the plants.

The Bruce Power Limited Partnership was formed last year to purchase British Energy's 82.4 per cent stake in the reactors. The restart, says the partnership, will likely be by June 30 for Unit 4, and July 30 for Unit 3. The deal with British Energy specified that the price paid for the units would decrease with the duration of any delays before renewed operation. The partners, each of which owns a 31.6 per cent stake, are Cameco, TransCanada, and BPC Generation Infrastructure Trust, which is under the Ontario Municipal Employees Retirement System. Prior to the purchase deal, Cameco already owned a 15 per cent stake in Bruce Power, which deals in uranium.
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