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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

Canadian Solar Announces New Battery Energy Storage Projects in California and Texas

LCG, March 6, 2025--Canadian Solar Inc. (Canadian Solar) announced today that e-STORAGE, a subsidiary of Canadian Solar majority-owned subsidiary CSI Solar Co., Ltd. (CSI Solar), has secured Battery Supply Agreements and Long-Term Service Agreements (LTSA) for two major battery energy storage projects developed by Aypa Power, a Blackstone portfolio company. These projects are designed to improve grid resilience and support renewable energy integration. Construction of the projects is planned to begin in Q3 2025.

The LTSA's include the supply and commissioning of a 160 MW AC/806 MWh DC Battery Energy Storage System (BESS) in California and a 200 MW AC/998 MWh DC BESS in Texas. Approximately 370 SolBank 3.0 units will be included in the projects. Following commissioning, e-STORAGE will oversee system maintenance and operations under a 20-year LTSA.

e-STORAGE will integrate its proprietary SolBank 3.0 battery energy storage solution, featuring lithium-iron-phosphate battery technology, an active balancing battery management system, and advanced liquid cooling to ensure project safety and performance.

The President of e-STORAGE stated, "We are proud to support Aypa Power in delivering utility-scale energy storage projects that will play a pivotal role in enhancing grid flexibility and reliability. Our SolBank technology is designed to provide safe, high-performance energy storage solutions that meet the growing demands of the market. These projects highlight the increasing role of battery storage in stabilizing renewable energy supply, and we remain committed to driving innovation and delivering high-quality solutions that support a cleaner, more sustainable energy future."

These two battery projects may have plenty of company this year. The EIA recently projected U.S. battery storage capacity growth to set a record of 18.2 GW of utility-scale battery storage to be added to the grid in 2025. Last year, U.S. battery storage achieved record growth when power providers added 10.3 GW of new battery storage capacity.
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