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Utility-scale generation, storage, transmission, and the markets that run them.
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Google backs 890 MW of Constellation nuclear uprates at 11 PJM units
Google and Constellation Energy announced on October 6, 2026 a 20-year power purchase agreement backing uprates at 11 Constellation nuclear units in Illinois, Pennsylvania and New Jersey that Constellation says will add 890 MW to the PJM grid, the first by 2028, plus a 15-year agreement for 2,700 MW from its operating PJM fleet. Constellation calls it a direct response to PJM's bring-your-own-power proposal, which both companies have asked FERC to reject except its registry.
Type One Energy raises $200M Series B for its Tennessee fusion plant
Type One Energy said on October 6, 2026 that it closed a $200 million Series B co-led by Breakthrough Energy Ventures and Clutterbuck Capital, with Lowercarbon Capital, Siemens Energy Ventures and SiteGround Capital among new investors, for its stellarator program and Project Infinity at TVA's Bull Run site. CEO Christofer Mowry told TechCrunch the round should get the company halfway to paying for a 400-megawatt commercial plant.
DOE offers Vistra conditional loan of up to $4.2B for nuclear uprates
The US Department of Energy announced on October 5, 2026 a conditional commitment for a loan of up to $4.2 billion to Vistra for uprates and modernization at Beaver Valley, Perry and Davis-Besse, which DOE says will add 433 MW and preserve nearly 4 GW, with an option to finance potential future Comanche Peak uprates. Vistra must meet conditions before the loan is documented and funded; Meta agreed in January to buy 433 MW of uprate output from the same plants, and Vistra plans NRC uprate filings from 2029 to 2032.
US and Korea earmark up to $120B for eight reactors, with no sites named
South Korea and the United States announced Project Power on September 30, 2026, a framework to build six Westinghouse AP1000 and two APR1400 reactors in the US with $120 billion of Korea's $200 billion investment ceiling, including $20 billion of contingency, and agreed to cooperate on a $10 billion advance payment by year-end aimed at long-lead items. No specific sites, owners or power buyers are named; Westinghouse's shareholders call the terms non-binding, Brookfield cites a 5% to 10% Korean stake in Westinghouse, and Cameco puts the APR1400 waiver at about $2 billion of value per reactor.
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Chubu files Hamaoka 3 and 4 withdrawal; NRA issues no disposition
Chubu Electric Power's request to withdraw six Hamaoka units 3 and 4 applications, dated September 25, 2026 and signed by then-President Kingo Hayashi, and the Nuclear Regulation Authority's letter of the same date saying it will issue no disposition on them were distributed at the NRA commission's September 30, 2026 meeting. Jiji Press, citing the NRA, reports it is the first time a screening application has been withdrawn because of misconduct; the NRA's inspection continues on three matters before a SERP evaluation.
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Tesla Q3 2026: 486,532 deliveries, 13.7 GWh of storage, no Semi figure
Tesla said on October 2, 2026 that it delivered 486,532 vehicles, 478,237 of them Model 3/Y, produced 464,391 and deployed 13.7 GWh of energy storage in the third quarter of 2026, against 12.5 GWh in Q3 2025. By The Duck Curve's arithmetic deliveries were down 2.1% from Q3 2025, which Tesla's October 2, 2025 release called a record for both deliveries and deployments; the release gives no figure for the Semi, a truck The Verge describes as in volume production as of April 2026, and scopes its vehicle production and delivery numbers to passenger vehicles sold to customers.
Antora plans 5.8 GWh thermal battery at Pratt Energy's Kansas biorefinery
Antora Energy said on October 1, 2026 that it will deploy a 5.8 GWh, multi-day thermal energy storage project at Pratt Energy's ethanol biorefinery in Pratt, Kansas, with deliveries under a long-term heat offtake agreement to start in 2027; Copenhagen Infrastructure Partners led the third-party equity financing, with Grok Ventures and University Pension Plan Ontario participating, and Antora expects over 100 construction and operations jobs. The release gives no dollar amount, contract term, megawatt rating, construction date, or electricity supplier.
Oracle deal expected to absorb about $300 million of Point Beach fuel costs
Oracle will subscribe to a portion of Point Beach Nuclear Plant output that We Energies is required to buy; both companies said on October 2, 2026 it is expected to save We Energies customers approximately $300 million in fuel costs, Oracle says it is subject to Public Service Commission of Wisconsin approval, and We Energies says details go to the commission in the following months. Neither release gives megawatts, price or term; Oracle ties the commitment to its Port Washington data center, and the contract behind the plant's rising cost escalates each year to 2030 and 2033.
Fervo declares commercial operation at Cape Station's first 33 MW GeoBlock
Fervo Energy said on October 1, 2026 that the first of Cape Station Phase I's three 33 MW GeoBlocks in Beaver County, Utah declared commercial operation on September 30, 2026, one day before its contractual date, and that revenue is now being generated under a power purchase agreement; the company's August 10-Q risk factors had put first power in the fourth quarter of 2026. Fervo expects the remaining two GeoBlocks to reach contractual COD by January 1, 2027.
Amazon signs 20-year Calvert Cliffs PPA backing a 190 MW nuclear uprate
Constellation and Amazon announced on September 30, 2026 a 20-year power purchase agreement for 690 MW from the Calvert Cliffs Clean Energy Center in Lusby, Maryland, including an approximately 190 MW uprate Constellation expects online between 2030 and 2032. Constellation says the deal enables more than $3 billion of investment and will help provide the revenue certainty to relicense the plant for another 20 years; all output keeps flowing to the PJM grid, and a related retail supply agreement covers Amazon operations in the 13-state PJM market.
FERC accepts PJM backstop procurement but suspends it to February 2027
FERC on September 29, 2026 accepted PJM's one-time Reliability Backstop Procurement for filing in docket ER26-3380-000 but suspended it for five months, to February 28, 2027, subject to refund, set a paper hearing on cost allocation, transmission-owner exit rules and load-serving-entity collateral, and opened a section 206 proceeding. It found the core design, from eligibility rules to the $555/MW-day average price cap, just and reasonable and encouraged a new section 205 filing. PJM says the procurement will not begin on September 30 as planned.
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La Verne council ratifies local emergency over MWD battery fire
The La Verne City Council voted unanimously on September 29, 2026 to approve a local emergency over the September 22 fire at the Metropolitan Water District's Weymouth plant, CBS Los Angeles reported; the resolution ratifies the city manager's September 25 proclamation, continuing it until the council ends it, at the earliest possible date that conditions warrant. The city manager's incident-update report says the cause investigation is ongoing and expected to be lengthy and thorough; the city's bulletin at 8:30 PM September 29 says the modules remain isolated and prepared for removal.
UK announces Great British Grid, a public investor in electricity networks
The UK Department for Energy Security and Net Zero announced Great British Grid on September 29, 2026, a publicly owned body within Great British Energy to invest public capital alongside private investment in electricity network infrastructure, with reforms to expand self-build connections and faster competitive tendering of transmission projects. The release gives no investment figure, start date or legislation: start-up costs come from Great British Energy's existing budgets and the long-term budget is left to a future spending review.
NRC issues TVA a construction permit for a 300 MW BWRX-300 at Clinch River
The Nuclear Regulatory Commission issued the Tennessee Valley Authority Construction Permit CPAR-2 for Clinch River Nuclear Unit 1, a GE Vernova Hitachi BWRX-300 rated 300 MWe, dated September 28, 2026 and announced September 29 as clearing the way for the nation's first commercial small modular reactor after a 14-month review. The permit sets the earliest completion date at October 1, 2031 and the latest at September 30, 2032, and a separate operating license is required before fuel load; TVA's release says no construction date has been announced.
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Northland's 80 MW Jurassic battery reaches commercial operation in Alberta
Northland Power said on September 29, 2026 that its 80 MW / 160 MWh Jurassic battery in Cypress County, Alberta has achieved commercial operations, calling it Alberta's largest battery storage facility, delivered ahead of schedule and under budget with a 15-year offtake agreement covering 100% of its capacity. The release names no cost or counterparty; Northland's April 9, 2025 financial-close release put the project cost at approximately $120 million. AESO registered the asset as Raptor Battery (RPT2), an 80 MW energy storage resource connecting effective April 24, 2026.
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LG Energy Solution to give B2U battery priority as both explore US storage
LG Energy Solution said in a September 22, 2026 release that its agreement with B2U Storage Solutions will give B2U priority access to battery capacity and let the partners explore opportunities in the US battery energy storage market, with B2U's patented technologies repurposing LG Energy Solution batteries for grid-scale storage aimed at buyers including utilities, energy storage developers and data centers. Beyond an aim of "gigawatt-hours", the partnership terms give no volume, price, site or date; B2U said on September 9, 2026 it operates roughly 100 MWh using repurposed EV batteries.
Sunrun to supply solar and batteries for SPAN's XFRA nodes in Texas homes
Sunrun and SPAN said on September 23, 2026 that Sunrun will provide home solar and battery storage to help power SPAN's XFRA distributed data center nodes, starting in Texas new-construction communities and other unnamed markets; each host home gets a smart panel, batteries and solar through a pre-paid lease and hosting compensation, at no cost to the builder or buyer. The release names no node count, price or compute buyer; SPAN's xfra.ai page specs each node at 16 NVIDIA GPUs with a 15 kWh battery and says it is on a first 100-home proof of concept and plans to expand more broadly in 2027.
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.
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Hydropower Licensing Transparency Act signed; FERC report within 180 days
The White House said the President signed H.R. 3657, the Hydropower Licensing Transparency Act, into law on September 25, 2026; the Library of Congress record dates both 'Signed by President.' and 'Became Public Law No: 119-112.' to September 25, 2026. The act adds a section 37 to the Federal Power Act: within 180 days of enactment and annually after that, FERC reports to Congress on each pending new license, subsequent license for which sections 14 and 15 have been waived, and original license for which a notice of intent was given at least three years earlier, with six inclusions each.
La Verne lifts evacuations after battery fire at MWD's Weymouth plant
The City of La Verne said on September 25, 2026 that all evacuation orders from the September 22 lithium battery explosion and fire at the Metropolitan Water District's Weymouth Water Treatment Plant had been lifted after crews removed the modules overnight. The city says two 250-kilowatt units serving a solar farm were involved, one burned and the second overheated; its September 25 summaries put air monitoring in the normal range; the packs are expected off site within 3 to 5 days of September 25, pending materials; MWD then leads the investigation; the City Council meets September 29.
NineDot cuts ribbon on Bronx site it says will deliver nearly 20 MW
NineDot Energy said in a September 24, 2026 release that it cut the ribbon the previous day on a Hunts Point, Bronx battery storage site it calls its largest, which it says will be fully operational for summer 2027 and deliver nearly 20 MW to the local community, enough by its account for nearly 20,000 homes during peak grid hours. NineDot's projects page, read September 25, 2026, lists the site as under construction; NYSERDA's incentive dataset, as of September 4, 2026, carries four approved Retail Storage applications on Casanova Street totalling 19,584 kW AC and 78,336 kWh by our addition.
Holtec pauses Palisades fuel loading after one fuel assembly tilted
Holtec Nuclear Corporation said on September 21, 2026 that fuel loading at its Palisades plant in Covert Township, Michigan remains paused after one fuel assembly tilted from its upright position after it had been placed and the fuel-handling machine grapple had been disengaged; the NRC was notified, a root cause evaluation has begun, and Holtec is preparing a license amendment request for the retrieval method. NRC spokesperson Viktoria Mitlyng told The National there was no radiological release and no workers or the public were affected.
DOE selects 31 SPARK grid projects for $1.9 billion in federal funding
The US Department of Energy's Office of Electricity said on September 24, 2026 that it intends to help fund 31 grid-improvement projects across 26 states under the SPARK initiative: $1.9 billion in federal funding and $3.35 billion in recipient cost share, expected to reconductor or rebuild more than 1,500 miles of transmission lines and deploy grid-enhancing technologies across nearly 21,000 miles. Four state-led Topic Area 3 selections account for $810,395,919 of the listed federal funds by The Duck Curve's sum of DOE's selection document.
Fervo reports first power from Cape Station's first 33 MW GeoBlock in Utah
Fervo Energy said on September 24, 2026 that Cape Station, its enhanced geothermal development in Beaver County, Utah, reached what it calls First Power: the first of Phase I's three 33-megawatt GeoBlocks is synchronized to the grid and exporting electricity, with a contractual commercial operation date it expects to reach by October 1, 2026, the other two by January 1, 2027. Fervo's August 13 10-Q guided first power to the fourth quarter of 2026; its May prospectus defines a GeoBlock as 50 MW and puts its first Cape Station project at approximately $7,000/kW in overnight capital costs.
NVIDIA opens DSX Ready battery qualification for AI factories, names three
NVIDIA said on September 21, 2026 that it is introducing DSX Ready, a qualification program for partner products that meet applicable NVIDIA DSX AI factory reference design requirements, starting with batteries and cooling units. At launch it lists qualified BESS solutions from Hitachi Energy, LG Energy Solution and Tesla. Its BESS self-qualification guideline sets the boundary at the AC terminals and defines twelve partner-run tests, including ride-through, black start and AI load buffering, that NVIDIA reviews and approves; the guideline says passing does not imply site-level stability.
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Energy Vault buys Goshe's 15 US battery development projects, over 2.3 GW
Energy Vault Holdings said on September 22, 2026 it acquired approximately 2.3+ GW of US battery storage development projects from Goshe Energy Storage; no price was given. Two anchor projects of 150 MW and 200 MW, which the release calls ready to build, are expected online in Q1 2028 with about $30 million of combined annual run-rate EBITDA. Energy Vault says it secured an up-to-$40 million S2G facility while the release's forward-looking statements refer to transferring Goshe's existing S2G facility; it says Goshe's leadership and development professionals are joining.
Sunrun and Tesla put the September 9 home-battery dispatch at over 580 MW
Sunrun and Tesla said on September 21, 2026 that their home battery fleets dispatched more than 580 MW of peak power to California's grid for three hours on the evening of September 9, 2026: 517 MW from Tesla Powerwalls, 110,000 of which participated (55% Sunrun-owned), and 63 MW from what the release calls additional batteries; Sunrun separately dispatched more than 30,000 customer batteries from other manufacturers. The release ties the event to the CEC's DSGS price trigger and a PG&E call under the CPUC's ELRP, and calls it the largest distributed power plant dispatch event on record.
First six Megapacks installed at Hawaiian Electric's 40 MW Waena battery
Hawaiian Electric said on September 21, 2026 that the first six of 54 Tesla Megapacks are installed at its Waena Battery Energy Storage System on Maui, a 40 MW / 160 MWh system it says will be the island's first standalone load-shifting battery and expects in service in 2027; HEI's June 30, 2026 quarterly report lists a guaranteed commercial operation date of November 30, 2026. Final PUC approval came December 22, 2023 in Docket 2020-0132, per the utility's development-team page; HEI's filings put the approved estimate at $82.1 million against $60.0 million in the 2020 application.
Samsung C&T commits up to $100M of investment and engineering to Kairos
Kairos Power and Samsung C&T Engineering & Construction Group signed a binding term sheet, announced September 21, 2026, under which Samsung C&T agreed to provide up to $100 million in direct investment and in-kind engineering services, subject to regulatory approvals, for the Hermes 2 Demonstration Plant, and to join Kairos's EPC team. A Kairos spokesperson told TechCrunch the equity investment makes up $70 million of the total. The NRC issued Hermes 2's construction permits on November 21, 2024; no operating license application appears on the NRC's Hermes 2 page as of September 21, 2026.
Google-sponsored pilot charged and discharged 9.2 GWh at esVolta batteries
Quintrace, esVolta and LevelTen Energy announced on September 17, 2026 the results of a Google-sponsored pilot in which esVolta's Anole (240 MW / 480 MWh) and Burksol (100 MW / 200 MWh) batteries in Texas charged and discharged a total of 9.2 GWh over three months in defined mid-day and evening windows, each hour verified by Quintrace against the EnergyTag standard. Google contracted to time-shift environmental attributes it already owned without tolling the batteries or taking merchant or dispatch risk; the release calls it the first environmental revenue stream for battery assets.