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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

ERCOT reviewed Frio County Transmission Project

June 18, 2020 - In November 2019, 7X Energy submitted the Frio County Transmission Project to the ERCOT Regional Planning Group (RPG) as an economic-driven project to address projected transmission congestion in the Frio County area. This is supported by an independent economic benefit study performed by LCG Consulting using its proprietary UPLAN model, the same economic planning model utilized by ERCOT, in accordance with ERCOT procedures. LCG’s analysis shows significant annual production cost benefit for the transmission upgrades in question.

In the independent review completed in May 2020, ERCOT identified transmission congestion on the 69-kV and 138-kV transmission system in Frio County, and a total of seven transmission upgrade options were evaluated. ERCOT concluded that the upgrades identified in Option 5 would provide the most cost-effective solution to the identified congestion while meeting the ERCOT economic planning criteria. Option 5 is estimated to cost $12.13 million and is described as follows:
  • Rebuild the Moore – Big Foot 138-kV line such that the summer normal and emergency ratings are at least 485 MVA

  • Reconductor the Moore – Hondo Creek 138-kV line such that the summer normal and emergency ratings are at least 382 MVA

The recommended option is classified as a Tier 2 project based on the ERCOT Protocol Section 3.11.4.3(2), and the project is expected to be in-service by Summer 2021.
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