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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

Kinder Morgan Unit to Run Gas Pipeline into St. Louis

LCG, Nov. 30, 2000--The Natural Gas Pipeline Co. of America says it plans to run a natural gas pipeline into the eastern part of metropolitan St. Louis, Mo., adding competition for distribution utilities and encouraging development of gas-fired electric power plants.

NGPL, a subsidiary of Kinder Morgan Inc., said it has signed supply and storage contracts with Dynegy Marketing and Trade, a unit of Dynegy Inc. which recently acquired Illinois Power Co. Illinois Power serves portions of eastern metropolitan St. Louis with both electricity and gas.

NGPL will build a 47-mile pipeline from Centralia, Ill., to an interconnection with Illinois Power's St. Louis distribution system. When completed, the $35 million conduit will have a transportation capacity of 300,000 decatherms of gas per day.

Dynegy, under a 10-year agreement, has signed up for 90,000 decatherms per day and, according the NGPL, that's enough to go ahead on. Deb Macdonald, the company's president, said "With Dynegy as our anchor customer, we will build the new lateral into the St. Louis market regardless of whether we receive other expressions of interest."

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