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News
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LCG, February 20, 2026--The EIA today issued an "in-brief analysis" that estimates U.S. power plant developers and operators plan to complete a record installation of 86 GW of new, utility-scale electric generating capacity that is connected to the U.S. power grid in 2026. Last year, 53 GW of new capacity was added to the grid, which was the largest capacity installation in a single year since 2002. Thus the estimate of 86 GW of new capacity in 2026 is a whopping 33 GW greater than the year prior. It should be noted that over 20 GW of the 86 GW of new capacity this year is estimated to be completed in December.
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LCG, February 19, 2026--The EIA released an "in-brief analysis" today regarding the expected completion of the first, large-scale commercial enhanced geothermal system (EGS) in June 2026, and the significant growth potential for year-round, 24x7, carbon-free, renewable EGS power generation in the United States.
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Industry News
X-energy Announces Receipt from NRC of Schedule for Xe-100 Construction Permit Application
LCG, June 17, 2025--X-energy Reactor Company, LLC (X-energy) announced yesterday that it has received key updates from the U.S. Nuclear Regulatory Commission (NRC) regarding the construction permit application for the initial deployment of the Xe-100 advanced reactor at a Texas Gulf Coast site. The NRC published an 18-month review timeline for the project, located in Seadrift, Texas, and will concurrently proceed with its environmental assessment. The NRC cited the completeness and quality of the application, as well as the effectiveness of pre-application engagements for the 18-month timeline.
The proposed small modular reactor (SMR) project is being developed by The Dow Chemical Company’s wholly-owned subsidiary, Long Mott Energy LLC (LME). Dow and X-Energy submitted the construction permit application to the NRC in late March, and the NRC accepted the construction permit application in mid-May.
The proposed SMR project is being developed to provide Dow's UCC1 Seadrift Operations manufacturing site (Seadrift) with safe, reliable, and clean power and industrial steam that would replace existing energy and steam assets that are approaching end-of-life. The new nuclear power and steam assets would eliminate most Scope 1 and 2 emissions at the site to best ensure the site remains competitively advantaged for the life of the facility.
X-energy's CEO stated, “The published review schedule marks the next step in demonstrating how the technology we will be deploying with Dow can be efficiently replicated to meet rising power demand. X-energy is proud to be a market leader in commercializing advanced nuclear, and the LME team looks forward to continuing to work closely with the NRC throughout this process to complete a robust and thorough review.”
The project is part of a demonstration project supported by the U.S. Department of Energy (DOE) and, if approved, would be the first advanced nuclear facility at an industrial site in the United States. The Long Mott Generating Station project will include four Xe-100 SMRs, which are high-temperature, gas-cooled SMRs powered by specialized TRISO particle fuel (TRISO stands for TRi-structural ISOtropic). A single SMR can produce 80 MW of electric output or 200 MW of process heat and is designed to operate for 60 years.
X-energy has completed the engineering and preliminary design of the nuclear reactor and has begun development and licensing of a fuel fabrication facility in Oak Ridge, Tennessee. Furthermore, X-energy has secured approximately $1.1 billion in private capital to commercialize its technology.
X-energy's CEO added, “Our objective is to set a new standard for deploying nuclear at scale, reducing risk and uncertainty for our commercial partners, and demonstrating a stable, well-defined path forward to strengthen and accelerate U.S. energy dominance.”
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UPLAN-NPM
The Locational Marginal Price Model (LMP) Network Power Model
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UPLAN-ACE
Day Ahead and Real Time Market Simulation
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UPLAN-G
The Gas Procurement and Competitive Analysis System
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PLATO
Database of Plants, Loads, Assets, Transmission...
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