Deep Fission Parsons pilot: Master energy purchase agreement with the Great Plains Development Authority for a 150 MW commercial project

Borehole reactor placed about a mile underground, under DOE's Reactor Pilot Program. Missed the July 2026 criticality goal; two of five DOE authorization steps done by Aug 2026. Next up: Project Obsidian, confirmation well in operation (target) (~2026).

Coverage

Projects on the move

Deep Fission Parsons pilotCONSTRUCTIONDeep Fission · Kansas · 15 MWOct 28: Master energy purchase agreement with the Great Plains Development Authority for a 150 MW commercial project—Infinity TwoPERMITTEDType One Energy · Tennessee · 350 MWOct 6: $200M Series B—Pratt Energy thermal batteryDEVELOPMENTAntora Energy · Kansas · 5.8 GWhOct 1: Antora and Pratt Energy announce the 5.8 GWh project with CIP-led equity—Cape Station Phase IOPERATINGFervo Energy · Utah · 33 MWSep 30: GeoBlock 1 (33 MW) declared commercial operation$421M Clinch River BWRX-300PERMITTEDTVA · Tennessee · 300 MWSep 30: NRC construction permit (first for a US SMR)—

Signals

Calendar →

Oct 28 · ProjectDeep Fission Parsons pilot: Master energy purchase agreement with the Great Plains Development Authority for a 150 MW commercial project
Oct 8 · GeopoliticsRecord tanker attacks in Hormuz
Oct 6 · ProjectInfinity Two: $200M Series B
Oct 1 · ProjectPratt Energy thermal battery: Antora and Pratt Energy announce the 5.8 GWh project with CIP-led equity
Nov 10 · DeadlineChina's suspension of export controls (US–China truce)
Dec 4 · DeadlineSection 232: polysilicon and solar

Markets

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Power, industrial ¢/kWh

9.64

▼ 1.3% 1M

Brent $/bbl

107.03

▼ 21.0% 1M

Government funding opportunities, ranked by relevance to clean firm power

111 open →

DOE-IDAdvanced Nuclear Energy Licensing Cost-Share Grant ProgramCost-share grants of up to $8 million for NRC licensing of advanced nuclear projects, with applications accepted July 1 to November 30, 2026, directly support pre-construction licensing steps.$8.0M · 22d
ARPA-EUnlocking New Levels of Output and Capacity for Key Subsurface Resources SBIR/STTR (UNLOCK SBIR/STTR)ARPA-E SBIR/STTR funding for technologies to raise output and capacity of subsurface resources, which likely includes geothermal reservoirs, supporting near-term deployment of enhanced geothermal and subsurface energy projects.$4.6M · 12d
DOE-IDSilcon Carbide Cladding Lead Test Rod Development-Phase 1Funds development and irradiation testing of silicon carbide fuel cladding for light water reactors, an accident-tolerant fuel technology that could support existing fleet fuel upgrades, though it is at the test-rod stage.$63M · 29d
DOE-NETLGrid Supply Chain Alternatives to Lead Energy Dominance (SCALED)Funds domestic supply chains for foundational grid equipment, which could ease transformer and grid hardware shortages that constrain transmission and interconnection build-out.

All 69 projects →

Henry Hub $/MMBtu

2.63

▼ 9.3% 1M

Copper $/t

14,473

▲ 1.0% 1M

Uranium $/lb

72.47

▲ 1.9% 1M

SPR M bbl

282.2

▼ 0.1% 1W

New today

2 funding notices

0 roles at tracked companies

$237M · 92d

MA-MASSCECClimatetech Testing & Demonstration Assets (TDA) ProgramMassachusetts testing and demonstration grants of $1M to $5M for climatetech pilots could move first-of-a-kind projects toward deployment, though the notice does not name specific technologies beyond general climatetech.$5.0M · 5d

ARPA-EUnlocking New Levels of Output and Capacity for Key Subsurface Resources (UNLOCK)ARPA-E program aimed at increasing output and capacity from subsurface resources, which the description does not detail beyond the NOFO title; relevance to geothermal and lithium brine supply is inferred, not stated.$5.0M · 12d

Data centers

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Last three weeks

Oct 22, 2026 · OTHERBloom Energy: Bloom Energy reports record Q3 2026 revenue, raises 2026 guidance source

Due to finish next

Colossus 22.1 GW · Feb 2027
Meta Montgomery465 MW · Feb 2027
QTS Richmond 3336 MW · Feb 2027
Meta Cheyenne249 MW · Feb 2027
Anthropic Lake Mariner441 MW · Mar 2027

Texas queue (ERCOT)

438 GW asking to connect, 9.5 GW approved, 4.1 GW actually running. New data center hookups of 75 MW+ paused since Aug 3.

ALL LARGE-LOAD QUEUES →