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PJM Reports Resources Are Adequate to Meet Growing Summer Demand

LCG, May 7, 2026--PJM issued today its Summer Outlook 2026, which forecasts sufficient generation for typical peak demand this summer. PJM states that it is prepared to call on contracted demand response resources to reduce electricity use during times of high system stress.

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NRC Approves Oklo's Principal Design Criteria Topical Report for Aurora Powerhouse

LCG, May 6, 2026--Oklo Inc. ("Oklo"), an advanced nuclear technology company, announced today that the U.S. Nuclear Regulatory Commission (NRC) has approved the Principal Design Criteria (PDC) topical report for the Aurora-INL (Idaho National Laboratory) nuclear small modular reactor (SMR), which is currently under construction in Idaho. The PDC topical report establishes a regulatory framework that defines the fundamental safety, reliability, and performance requirements to guide future reactor licensing and design activities, and the approved report should simplify future applications and reduce the need to re-review established material.

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Industry News

PJM Reports Resources Are Adequate to Meet Growing Summer Demand

LCG, May 7, 2026--PJM issued today its Summer Outlook 2026, which forecasts sufficient generation for typical peak demand this summer. PJM states that it is prepared to call on contracted demand response resources to reduce electricity use during times of high system stress.

The Summer Outlook incorporates forecast hotter-than-normal conditions this summer in the PJM region's mid-Atlantic and southern states, as well as West Virginia, Kentucky and Tennessee, as forecast by the National Weather Service. Typical temperatures are forecast for most of the Midwest.

PJM expects energy demand, or load, to peak at approximately 156,400 MW this summer. To supply the peak demand, PJM has approximately 180,200 MW of generation capacity, plus approximately 7,800 MW of contracted demand response (whereby demand response programs pay customers who have opted in to reduce their electricity use in times of system emergencies).

PJM's Sr. Vice President - Operations stated, "While we expect to operate reliably this summer, the outlook resembles last year's and reflects a new reality - continued load growth driven by data centers that is outpacing the addition of new generation. This results in tightening operating reserve margins and greater risk."

PJM estimates that PJM will have adequate reserves to maintain reliability under expected conditions and will call on demand response and implement emergency procedures as necessary under less likely, more stressed conditions, including extreme heat or poor generation performance resulting from equipment outages, low solar/wind production, or other more extreme weather effects.

Last summer PJM called on Non-Emergency Demand Response six times. During June of last year, summer peaks reached approximately 161,300 MW on June 23 and 160,900 MW on June 24. Those were the third- and fifth-highest summer peaks in PJM's history. Demand response helped to control peak electricity use on those days to maintain reliability.

PJM's all-time record summer peak load was slightly higher and recorded in 2006 at 165,563 MW. PJM's planning for this summer includes unlikely but plausible scenarios of up to 169,100 MW of demand.

Given tightening reserve margins, PJM expects to have fewer resources to export electricity to neighboring systems during emergencies. PJM states that it has traditionally been a net exporter during extreme weather emergencies, and PJM has also relied upon its neighbors for support on multiple occasions in the past.

PJM states that it, along with its stakeholders, have taken a number of proactive measures to bring new resources online and maximize the availability of existing resources in the short and long term. Other initiatives underway are in step with a coalition of all 13 PJM state governors, the White House National Energy Dominance Council and the U.S. Department of Energy, as detailed by a series of actions outlined by the PJM Board in January.
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