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PLACE · US STATE

Michigan

2 tracked projects and 0 tracked companies based here.

Projects

2

0 operating

Power

1,400 MW

announced and built

Storage

—

energy capacity

Project capital

$1.5B

+ $400M pending

Companies

0

headquartered here

Pipeline

2 PROJECTS

Palisades restartHoltec · Fission · Michigan · 800 MWCONSTRUCTION
Palisades SMR-300 (two units)Holtec · Fission · Michigan · 600 MWDEVELOPMENT~2030

Money

$1.9B PROJECT-SPECIFIC

Public $1.9BPrivate $0incl. $400M conditional or pending

DOE loanPUBLIC · Palisades restartDOE Loan Programs Office$1.5B2024-09
GrantPUBLIC · Palisades SMR-300 (two units)US Department of Energy (Gen III+ SMR program)$400MANNOUNCED · 2025-12

Company-wide raises are listed but not counted in totals.

Timeline

Recent

Jul 3, 2026Palisades restart: Major repair projects closed out; testing and readiness work remain before startup
Jan 14, 2026Palisades SMR-300 (two units): Partial construction permit application submitted to the NRC
Aug 2025Palisades restart: Plant returns to operational status, able to receive fuel
Jul 2025Palisades restart: NRC approves restart under the original operating license (to March 2031)
Feb 26, 2025Palisades SMR-300 (two units): Holtec and Hyundai E&C expand their agreement to build the SMR-300s; first commercial operation targeted for 2030

Exposed to

Russian uranium ban → enrichment squeeze → advanced reactors
STEP 6/6 · SECURE Standard-fuel SMRs are less exposedLight-water SMRs (BWRX-300, SMR-300) use regular low-enriched fuel, which Western enrichers supply.

Dependencies

SUPPLY CHAIN →

Critical inputs

Uranium×2 Zirconium×2

Policy that applies

45Y / 48E: all other clean power and storageACTIVE
45U: existing nuclearACTIVE
DOE adds helium to the Critical Material ListIN EFFECT
DOE Energy Dominance Financing: 10 large reactorsCONDITIONAL OFFERS

Coming up

No dates announced.

DOE Energy Dominance Financing: Constellation and Alliant

ANNOUNCED

Russian uranium import ban: waiver periodWAIVERS UNTIL 2028

Related

Developers

Buyers

Wolverine Power Cooperative Hoosier Energy

Funders

DOE Loan Programs Office

State funding open now

MI Brightfields Pilot first round Request for Proposals for brownfield renewable energy grantsMichigan EGLE
2026 Michigan Clean Heavy-Duty Vehicle ProgramMichigan EGLE
Funding Opportunities (EGLE energy RFPs and loans)Michigan EGLE · rolling

State bills to watch

LEGISCAN · CC BY 4.0

HB4011 Property: conveyance of state property; transfer of certain state-owned property in Arenac County; provide for. Creates land transfer act.Storage · Oct 1, 2026 · Placed On Order Of General Orders
HB6408 Energy: alternative sources; distributed generation, storage, and aggregation; create program for in rate cases. Amends 2008 PA 295 (MCL 460.1001 - 460.1232) by adding pt. 9. TIE BAR WITH: HB 6410'26Storage · Sep 29, 2026 · Bill Electronically Reproduced 09/24/2026
HB6386 Energy: alternative sources; limits on generation capacity; raise. Amends sec. 5 of 2008 PA 295 (MCL 460.1005). TIE BAR WITH: HB 6385'26Storage · Sep 29, 2026 · Bill Electronically Reproduced 09/24/2026
HB6251 Businesses: other; energy infrastructure and thermal management evaluation requirements for certain data centers; provide for. Creates new act.Geothermal · Aug 27, 2026 · Bill Electronically Reproduced 08/26/2026
HB6011 Businesses: other; cybersecurity requirements for large-scale solar energy facilities; provide for. Amends 2008 PA 295 (MCL 460.1001 - 460.1232) by adding sec. 112a.Storage · Jun 2, 2026 · Bill Electronically Reproduced 05/21/2026
HB5711 Energy: alternative sources; clean and renewable energy standards; eliminate. Amends title & secs. 1, 3, 7, 9, 11, 75, 77, 83, 87, 101, 173 & 191 of 2008 PA 295 (MCL 460.1001 et seq.) & repeals subpt. A of pt. 2 & sec. 179 of 2008 PA 295 (MCL 460.1022 - 460.1054 & 460.1179). TIE BAR WITH: HB 5710'26Geothermal, Storage · May 14, 2026 · Referred To Committee On Government Operations
HB5710 Energy: electricity; integrated resource planning process; require consideration of all energy sources. Amends secs. 6a, 6l, 6m & 6t of 1939 PA 3 (MCL 460.6a et seq.) & repeals sec. 6aa of 1939 PA 3 (MCL 460.6aa). TIE BAR WITH: HB 5711'26Storage · May 14, 2026 · Referred To Committee On Government Operations
HB5848 Energy: other; cyber-physical security and operational technology protections for battery energy storage systems; provide for. Amends 2008 PA 295 (MCL 460.1001 - 460.1232) by adding sec. 112.Storage · Apr 23, 2026 · Bill Electronically Reproduced 04/22/2026
SB0731 Energy: alternative sources; distributed generation, storage, and aggregation; create program for in rate cases. Amends 2008 PA 295 (MCL 460.1001 - 460.1232) by adding pt. 9. TIE BAR WITH: SB 0732'25Storage · Mar 24, 2026 · Referred To Committee Of The Whole With Substitute (s-1)
HB5718 Energy: alternative sources; clean energy system; expand definition of. Amends sec. 11 of 2008 PA 295 (MCL 460.1011).Geothermal · Mar 18, 2026 · Bill Electronically Reproduced 03/17/2026
HB5374 Labor: hours and wages; prevailing wage; require on certain broadband service projects. Amends sec. 1 of 2023 PA 10 (MCL 408.1101).Storage · Dec 17, 2025 · Bill Electronically Reproduced 12/16/2025
HB4128 Corporate income tax: credits; credit for advanced small modular reactor generated power; provide for. Amends 1967 PA 281 (MCL 206.1 - 206.847) by adding sec. 678. TIE BAR WITH: HB 4127'25, HB 4129'25, HB 4125'25, HB 4126'25, HB 4124'25Nuclear · Oct 30, 2025 · Referred To Committee On Energy And Environment
SB0630 Labor: hours and wages; prevailing wage; require on certain broadband service projects. Amends sec. 1 of 2023 PA 10 (MCL 408.1101).Storage · Oct 30, 2025 · Referred To Committee On Labor
HB4590 Public utilities: consumer services; community solar facilities; require MPSC to promulgate rules concerning. Amends sec. 5 of 2008 PA 295 (MCL 460.1005) & adds pt. 9.Storage · Oct 21, 2025 · Re-referred To Committee On Energy
SB0518 Energy: alternative sources; community solar facilities; provide for establishment of. Amends sec. 5 of 2008 PA 295 (MCL 460.1005) & adds pt. 9. TIE BAR WITH: SB 519'25Storage · Sep 4, 2025 · Referred To Committee On Energy And Environment
SB0439 Public utilities: public service commission; requirement for integrated resource plans to include payment to certain workers a minimum wage standard as determined under 2023 PA 10; amend to reflect repeal. Amends sec. 6t of 1939 PA 3 (MCL 460.6t). TIE BAR WITH: SB 438'25Storage · Jun 24, 2025 · Referred To Committee On Government Operations
SB0440 Energy: alternative sources; requirement to pay certain workers a minimum wage standard as determined under 2023 PA 10; amend to reflect repeal. Amends sec. 226 of 2008 PA 295 (MCL 460.1226). TIE BAR WITH: SB 438'25Storage · Jun 24, 2025 · Referred To Committee On Government Operations
SB0322 Energy: alternative sources; energy waste reduction and electrification standards, renewable energy goals, and MPSC certification preempting local zoning; reverse changes made by 2023 public acts 229, 235, and 233, respectively. Amends title & heading subpt. A of pt. 2 & secs. 1, 3, 5, 7, 9, 11, 13, 22, 28, 29, 39, 45, 47, 49, 71, 73, 75, 77, 78, 91, 93, 173, 177 & 191 of 2008 PA 295 (MCL 460.1001 et seq.); repeals secs. 32, 51, 53, 72, 80, 80a, 101 & 103 & pt. 8 of 2008 PA 295 (MCL 460.1032 et seq.). TIE BAR WITH: SB 0323'25Geothermal, Storage · May 21, 2025 · Referred To Committee On Government Operations
SB0325 Public utilities: public service commission; certain provisions regarding rate cases and integrated resource plans; eliminate. Amends secs. 6a, 6m & 6t of 1939 PA 3 (MCL 460.6a et seq.); adds sec. 6x & repeals sec. 6aa of 1939 PA 3 (MCL 460.6aa).Storage · May 21, 2025 · Referred To Committee On Government Operations
HB4028 Energy: alternative sources; zoning exemptions for large-scale solar, wind, and energy storage facilities; eliminate. Amends title & sec. 13 of 2008 PA 295 (MCL 460.1013) & repeals pt. 8 of 2008 PA 295 (MCL 460.1221 - 460.1232). TIE BAR WITH: HB 4027'25Storage · May 6, 2025 · Referred To Committee On Government Operations

State incentives

CHECKED MONTHLY

Alternative Energy Personal Property exemption (MCL 211.9i)Exempts commercial and industrial alternative energy personal property, including electricity storage systems, from property tax when certified under the Michigan Next Energy Authority Act; status per a 2020 Treasury bulletin, not re-verified.tax credit · Storage
Clean Energy and Jobs Act (2023 PA 235) clean electricity standardRequires electric providers to reach 100% clean energy by 2040, with nuclear, geothermal, and hydrogen-based sources counting toward the non-renewable share, and a 2,500 MW utility energy storage mandate by 2030.mandate or standard · Nuclear, Geothermal, Storage, Hydrogen · 100% clean electricity by 2040; 2,500 MW storage by 2030
EGLE Critical Minerals Recycling GrantFunds research, development, or demonstration of projects that increase reuse and recycling of batteries and other critical minerals, with a grant period from October 1, 2024 to September 30, 2029.grant · Critical minerals
Michigan Geologic Hydrogen Exploration and Preparedness Initiative (Executive Directive 2026-1)Provides seed funding through the Make It in Michigan Competitiveness Fund for research, exploration, and test well drilling to find geologic hydrogen deposits.grant · Hydrogen · $7.5 million
Nuclear and hydrogen incentive package (HB 4124-4129)PROPOSEDWould create a corporate income tax credit for SMR R&D and for electricity sold from SMRs, plus education grants and a graduate retention program for nuclear and hydrogen workers; passed the House in October 2025 and is pending in the Senate.tax credit · Nuclear, Hydrogen · R&D credit capped at $25 million per year in aggregate; SMR power credit capped at $10 million per site over 10 years
State award to Holtec for Palisades restartThe state awarded Holtec funding to restart the Palisades nuclear plant, which is also the planned site for SMR deployment; program name and eligibility not confirmed.grant · Nuclear · $300 million

Utility resource plans

Consumers EnergyMI
2026 IRP (Energy Supply Plan, filed ~September 2026)
Filed with the Michigan Public Service Commission around early September 2026 (news coverage dated Sept 3–9, 2026). Awaiting MPSC approval; the company wants to begin work in 2027. Approval was described as expected within about a year. Exact filing date and new docket number not confirmed in sources.
NEXT: MPSC review and decision on the 2026 Energy Supply Plan/IRP (contested case); company work to begin in 2027 once approved
CHECKED Nov 4, 2026consumersenergy.com detroitnews.com wlns.com
DTE ElectricMI
2026 IRP (filed September 24, 2026, MPSC Case No. U-22168)
Filed September 24, 2026 in MPSC Case No. U-22168 and under review. A prehearing was held October 23, 2026. No Commission decision found yet. Review can take up to 360 days, and the MPSC has 300 days for its initial review.
NEXT: MPSC initial review of the plan (up to 300 days after the September 24, 2026 filing, about July 2027, my estimate); no specific scheduled date found. Final decision can take up to 360 days.
CHECKED Nov 4, 2026dteenergy.com adms.apps.lara.state.mi.us mi-psc.my.site.com
Indiana Michigan Power (AEP)IN · MI
2024 Indiana IRP ("Future Ready Plan"), filed March 28, 2025; Michigan IRP approved Feb 2, 2023 (next Michigan update due 2027)
Indiana 2024 IRP filed with the IURC on March 28, 2025; IURC Director's technical-expert review comments and a revised report (dated Aug–Oct 2025) are posted. The IURC's Expedited Generation Resource Plan (Cause No. 46301) was approved in January 2026. Related Generation Resource Submittal (Cause 46301 GRS) filed April 30, 2026 with IRP testimony; Sycamore Riverside CPCN filed April 2026 with decision expected by end of 2026. Michigan IRP (approved Feb 2, 2023) is due for update in 2027.
CHECKED Nov 4, 2026
Xcel Energy (Upper Midwest)MN · WI · ND · SD · MI
2024-2040 Upper Midwest Integrated Resource Plan (approved by the Minnesota PUC in February 2025)
Filed with the Minnesota PUC Feb 1, 2024; settlement reached Oct 2024; PUC approved the settlement, with modifications, on Feb 20, 2025. Subsequent steps include a 2025 approval of gas/battery-related items and an April 2, 2026 PUC approval of the 200 MW Capacity*Connect battery program. A 4,100 MW renewable and storage RFP recommendation filing was expected in the months after late Oct 2026. No date found for the next IRP filing.
CHECKED Nov 4, 2026