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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

South East Asian Association Discusses Transnational Energy Plans

LCG, July 3, 2003ASEAN, the Association of South East Asian Nations, met over the last few days and discussed a plan for a transnational electricity supply grid already falling into place.

Energy and industry government officials from Brunei Darussalam, Cambodia, Indonesia, Laos, Myanmar, the Philippines, Malaysia, Singapore, Thailand, and Vietnam, met and discussed several issues including a proposed transnational transmission system.

With international transmission capability, Thailand could sell its surplus electricity to Myanmar, and Laos would be able to sell electricity to Cambodia. Indonesia, as the world's fourth most populous country, could also better meet its electricity needs since it lacks capacity in some more rural areas.

ASEAN has three transmission projects now in operation, as well as eight under construction, and some in planning stages. The nations plan to have 14 transmission projects completed and operating by 2020. Lines in operation at this point are Peninsula Malaysia-Singapore, Thailand-Peninsula Malaysia, and Thailand-Laos.

The Secretary General of ASEAN, Ong Keng Yong, noted that the transmission plans may only benefit a few of the Associations nations, specifically Cambodia, Myanmar, and Indonesia. However, those selling power to these three nations should also benefit from the transmission grid as they can dispose of excess capacity and perhaps make some profit as well.

The recent meeting also established an energy-related advisory body, the ASEAN Gas Consultative Council (AGCC), and served in advancing evaluation of several energy issues, including gas pipelines and the fossil fuel market.

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