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News
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LCG, February 4, 2026--Natura Resources LLC (Natura), a developer of advanced molten-salt nuclear reactors, announced yesterday that it has signed an agreement with NGL Water Solutions Permian LLC, a subsidiary of NGL Energy Partners LP (NGL), to pursue opportunities to combine Natura's advanced nuclear reactor technology with thermal desalination for power production and oil and gas produced water treatment. NGL transports, treats, recycles and disposes of more than 3 million barrels per day of produced and flowback water generated from crude oil and natural gas production in the Permian Basin.
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LCG, February 2, 2026--Ontario Power Generation (OPG) announced today that construction on the four-unit Darlington Refurbishment project is now complete. Station staff are completing final testing, and the last unit is expected to return to service in the coming weeks. OPG stated that the overall project is currently four months ahead of schedule and $150 million under budget.
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Press Release
New Analysis from LCG Consulting: Where AI is Located Matters – ERCOT 2030 Outlook
LCG, September 19, 2025--Artificial Intelligence and hyperscale data centers are not just driving unprecedented demand growth in ERCOT - they are reshaping the very dynamics of the grid.
In our latest study, we found:
- ERCOT's 2030 peak demand forecast surged from ~86 GW in 2022 to 138 GW in 2025, with raw projections as high as 208 GW.
- Locational siting matters: one solar project's curtailment dropped from 45.8% -> 21.5% with a substation shift, while another’s rose from 0.1% -> 15%.
- Batteries thrive on volatility, not just high prices. Panhandle nodes with frequent swings are attractive for arbitrage.
- Weather assumptions change everything: using 2023 profiles instead of 2013 increased unserved energy more than 10x.
- Flat AI loads are reshaping seasonal stress — winter is no longer a "shoulder" season, but a period of peak concern.
The takeaway is clear: It's not just how much demand is added, but where and under what conditions it materializes.
We've summarized our key findings in the image below.

For the full report, email us at info@energyonline.com.
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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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