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EIA Analysis of Southwest Hydropower Generation Shows Record Lows and Slow Recovery

LCG, November 13, 2026--The U.S. Energy Information Administration (EIA) today issued an "In-Brief Analysis" highlighting the record lows for hydropower generation in the Southwest this summer. The prolonged drought conditions affecting the Colorado River Basin caused record low hydropower generation this summer in the Southwestern electricity supply region, which includes Arizona, New Mexico, and small parts of Nevada and California. Hydropower generation from April through August 2026 was a full 28 percent lower than the 10-year average and 19 percent lower than during the same period last year.

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NRC Issues Construction Permit for Long Mott High-Temperature, Gas-Cooled Reactor in Texas

LCG, November 11, 2026--The Nuclear Regulatory Commission (NRC) announced on November 9 that it has approved the Construction Permit Application ("CPA") for the Long Mott Generating Station in Texas. Long Mott Energy, LLC (LME) must obtain a separate operating license from the NRC before loading fuel or operating the reactors.

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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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