February 26, 2025

Holtec yesterday set a 2030 target for commercial operation of two small modular reactors to be built beside the large nuclear plant it is working to restart in Michigan. The company’s announcement also laid out a roadmap for it and Hyundai Engineering & Construction to build a 10-GW fleet of SMRs elsewhere in North America through the 2030s.

EIA on Monday said solar and battery storage dominate planned electric generation capacity additions to the U.S. grid in 2025, with natural gas providing only 7% of the 63 GW total. 

Marissa Gillett, the top regulator at the Connecticut Public Utilities Regulatory Authority, is poised to be reappointed amid utility lawsuits and outcry about the state’s regulatory environment. 

And Beacon Wind last week withdrew the application for a certificate of environmental compatibility and public need for the underwater transmission HVDC line it proposed in May 2022. 

Here’s what else we had this past week: 

• Con Edison Planning Significant Infrastructure Investment 

• DNV Report Charts Path Forward for Lighting Efficiency as LEDs Become Common 

• PSEG Sees Surge in Large Load Inquiries 

• Report: Trump Executive Orders Put 43 GW of Wind Projects at Risk 

• Struggling NJ Solar Sector Evaluates Net-metering Reform 

• The 2025 Sustainable Energy Factbook in 7 Charts 

• With Demand Growth Across US, Geothermal is Poised for its Moment 

See you next week!