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X-energy and Dow Submit Application to the NRC to Construct an Advanced Nuclear Project in Texas

LCG, March 31, 2025--Dow and X-Energy Reactor Company, LLC ("X-energy") today announced the submission of a construction permit application to the U.S. Nuclear Regulatory Commission ("NRC") for a proposed advanced nuclear project in Seadrift, Texas. The proposed advanced small modular reactor ("SMR") project could begin construction later this decade and commence operations early next decade.

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Avangrid's 238-MW True North Solar Project Achieves Commercial Operation

LCG, March 27, 2025--Avangrid, Inc., a member of the Iberdrola Group, today announced that its True North Solar project, located in Falls County, Texas, has achieved commercial operation. The True North Solar project will deliver electricity into ERCOT and support Meta's operations, including Meta's upcoming data center in neighboring Temple, its second data center in Texas.

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Industry News

PJM Submits Shipment Reliability Report

LCG, August 14, 2002-PJM Interconnection, responsible for reliability in the mid-Atlantic states, is developing methods to prevent inconsistencies between scheduled and delivered electricity and has submitted its report to federal regulators.

Last month PJM found that price signals were affected by misappropriated electricity, causing higher power prices. Energy companies had sent as much as 3,000 MW capacity by way of a western transmission line although none had been scheduled for the line. This inconsistency caused a $70 price gap between western and southern electricity in the region.

The names of the involved companies have not been released by PJM, but the grid operator has altered its market rules and is developing the Locational Marginal Pricing System, or LMP.

Until LMP is in place, which would put a premium on electricity sent to areas with generation or transmission limitations, PJM will use the rule changes it instated in July.

Since the discovery of the scheduled-delivered energy discrepancy, electricity sent between Mid-Atlantic and Midwest areas will have prices assigned to it at the boundary between the two regions' transmission control areas.

Those companies involved in sending electricity by way of unscheduled routes will not be prosecuted, according to PJM market monitoring unit manager Joseph Bowring.

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