The Duck Curve#fuel cells
FERC denies Oklo complaint; 750-MW project stays out of PJM's Cycle 01
The Federal Energy Regulatory Commission denied Oklo's complaint against PJM Interconnection on September 24, 2026, finding Oklo failed to show PJM violated its tariff when it withdrew Oklo's 750-MW nuclear, gas and fuel-cell project, which Utility Dive places in Virginia, from Cycle 01; the waiver request is moot. It reads section 403(B)(1) as one cure opportunity when PJM timely noticed deficiencies, concedes the five-cycle fault test is not in PJM's guidelines, and notes Oklo can cure the errors and refile for Cycle 02 or use the Expedited Interconnection Track, open to December 31, 2027.
Oklo tells FERC that PJM's fault test is not in PJM's own guidelines
Oklo's September 14, 2026 answer in FERC docket EL26-101-000 says its cure for the 750-MW project (150 MW nuclear, 300 MW gas, 300 MW fuel cells) passed the flat start test for the whole facility and the 9-cycle ride-through test for the inverter-based fuel cells, the only two stability tests it says PJM's guidelines contain, and calls PJM's explanation of the 5-cycle three-phase fault it ran a post hoc rationalization. PJM's answer says the cured model was unstable with all 750 MW in service. No FERC order was on the docket as of September 16.
PJM says Oklo's fix left the 750-MW model unstable, asks FERC to deny
PJM asked FERC on September 4, 2026 to deny Oklo's complaint over the withdrawal of its 750-MW project C01-1735 from Cycle 01. PJM says Oklo's response to a May 15 deficiency notice removed excitation-limiter models from the synchronous units and that the model showed an unstable response when PJM tested the whole facility at 750 MW; it says its tariff allows one cure round, that four other Oklo projects totaling 900 MW advanced, and that reinstatement could delay Phase I, set to start September 28, by as much as two months. It asks FERC to act by September 14 if it grants relief.
Ballard closes GeoPura acquisition, takes over hydrogen power rentals
Ballard Power Systems closed its acquisition of UK hydrogen power provider GeoPura on August 28, 2026, for £275 million upfront in cash and stock, adding green hydrogen production, a distribution fleet, and rentable Hydrogen Power Units to become what it calls an energy-as-a-service provider.
