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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

FERC to Reevaluate U.S. Gas Supply

LCG, October 15, 2002-On the 25th of this month, FERC will conduct a public conference on natural gas.

U.S. dependence on natural gas is growing, especially because of the large number of newly constructed natural gas-fired power plants. The Federal Energy Regulatory Commission is intent on addressing domestic and imported supply, in addition to prices and regulation.

According to FERC Chairman Patrick Wood, the current gas supplies in the U.S. will not be sufficient for the expected demand of 2012.

Another consideration is the construction of a pipeline through Canada to transport natural gas from Alaska. Companies have been considering building such a pipeline for some time; legal and financial problems have prevented the pipeline from being built.

Other issues to be discussed at the October 25 meeting include natural gas from the Gulf of Mexico and liquefied natural gas importation.

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