The rules that move energy money: tax-credit windows, tariffs and export controls, federal financing and permitting, every new energy-relevant Federal Register rule, and, by state, the bills, incentives and utility plans that decide what gets built where.
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COMMENTS · IN 1D · NOV 9, 2026
COMMENTS · IN 1D · NOV 9, 2026
CRITICAL MINERALS · IN 2D · NOV 10, 2026
China's suspension of export controls (US–China truce)
COMMENTS · IN 5D · NOV 13, 2026
TRADE & TARIFFS · IN 26D · DEC 4, 2026
COMMENTS · IN 29D · DEC 7, 2026
Comments due: Utah Underground Injection Control Program; Class VI Primacy
| Credit | Status | Key date | What changed |
|---|---|---|---|
45Y / 48E: wind and solar+ THESIS | Ending | Dec 31, 2027418 days | Construction had to begin by Jul 4, 2026; otherwise the project must be placed in service by Dec 31, 2027. |
45X: advanced manufacturing+ THESIS | Phasing down | Dec 31, 2027418 days | Wind components end after 2027. Solar and battery components: 75% in 2030, 50% in 2031, 25% in 2032, none from 2033. Critical minerals: 75% in 2031, 50% in 2032, 25% in 2033, none from 2034. Lithium-ionCritical Minerals & MaterialsLithiumGraphiteNickelCobaltManganeseForm Factory 1Project AMAZE (Turtle Creek lines) |
45V: clean hydrogen+ THESIS | Ending | Dec 31, 2027418 days | Facilities must begin construction before Jan 1, 2028. |
45Z: clean fuels+ THESIS | Active | Dec 31, 2029 | Extended through Dec 31, 2029; extra sustainable aviation fuel bonus ended after 2025. |
45Q: carbon capture+ THESIS | Active | Dec 31, 2032 | Facilities must begin construction before 2033; inflation indexing starts in 2027. |
45U: existing nuclear+ THESIS | Active | Dec 31, 2032 | Credit runs through 2032. FissionConventional light-waterConstellation EnergyVistraTalen EnergyUranium |
45Y / 48E: all other clean power and storage+ THESIS | Active | Dec 31, 2033 | Full credit for projects beginning construction through 2033; 75% for 2034 starts, 50% for 2035, none from 2036. StorageFissionGeothermalHydrogenLong-duration storageLithium-ionCape Station Phase IKemmerer Unit 1 (Natrium)Willow Rock Energy Storage Center |
30D: clean vehicles+ THESIS | Ended | Sep 30, 2025 | Ended for vehicles acquired after Sep 30, 2025. |
25D: residential clean energy+ THESIS | Ended | Dec 31, 2025 | Ended after 2025. Distributed storage & VPPsHome batteries and virtual power plantsBase Power |
Russian uranium import ban: waiver period+ THESIS
Waivers until 2028Jan 1, 2028
DOE can grant waivers for Russian enriched uranium until Jan 1, 2028; after that the ban is absolute.
China's suspension of export controls (US–China truce)+ THESIS
Suspendedin 2d · Nov 10, 2026
China suspended its October 2025 rare earth export-control expansion and its ban on gallium, germanium and antimony exports to the US for one year under the Nov 2025 truce. The suspension expires around Nov 2026.
Oct 27, 2026
DOE added helium to its Critical Material List, citing semiconductors, natural-gas leak testing and quantum computing. Helium also cools fusion magnets and high-temperature gas reactors.
Oct 22, 2026
Defense, Commerce and DOE have taken equity, warrants or loans in MP Materials, Lithium Americas, Vulcan Elements, USA Rare Earth and others; see the Minerals tab for the full list.
Critical Minerals & MaterialsMP MaterialsUSA Rare EarthLithium Americas
Oct 28, 2026
Up to $5B conditional loan to Constellation for nuclear uprates (~1.1 GW) and a closed $5.1B loan to Alliant for gas, storage and upgrades (~2.6 GW). The office (formerly the Loan Programs Office) has over $300B of authority.
DOE Energy Dominance Financing: 10 large reactors+ THESIS
Conditional offersJun 23, 2026
Up to $17.5B in conditional loans for ten Westinghouse AP1000 reactors at five sites; partners must commit $1B equity per project. Utility selections expected in the second half of 2026.
SPEED Act (federal permitting reform)+ THESIS
Passed House; Senate pendingDec 18, 2025
Would narrow NEPA reviews and litigation timelines for energy and infrastructure projects, including transmission.
Foreign-entity (FEOC) supply-chain rules for tax credits+ THESIS
In effect (interim guidance)Feb 12, 2026
Notice 2026-15 explains how to calculate the material-assistance cost ratio and gives interim safe harbors for 45Y, 48E and 45X. Proposed regulations and safe-harbor tables are still to come.
Lithium-ionStorageCritical Minerals & MaterialsGraphiteLithium
Section 232: polysilicon and solar+ THESIS
Takes effectin 26d · Dec 4, 2026
15% tariff on ingots, wafers, cells and modules plus minimum import prices (e.g., $21/kg polysilicon, $0.38/W modules), proclaimed Aug 6, 2026.
Section 232: wind turbines+ THESIS
Proclamation: negotiations, no tariffs for nowOct 28, 2026
Proclamation on wind turbine imports published in the Federal Register Oct 28, 2026; trade press reports it orders negotiations rather than immediate tariffs.
Apr 6, 2026
50% on the metals, 25–50% on many derivative products, and 15% on certain metal-intensive electrical grid equipment through 2027 (last modified Apr 6, 2026).
Section 232: processed critical minerals+ THESIS
Concluded, no tariffsJan 14, 2026
Investigation concluded without tariffs; the President directed negotiations with trading partners and left other tools open.
NOTICELast Energy, Inc; Phased Construction Permit Application-Limited Work Authorization
NRC received Last Energy's first part of a phased construction permit application, including a limited work authorization, for a reactor at the Caldwell Site in Texas, advancing a specific advanced fission project toward construction.
Nuclear Regulatory Commission · Nuclear
RULEStreamlining Contested Adjudications in Licensing Proceedings
NRC is revising its hearing and adjudication rules to speed contested licensing proceedings for reactors, implementing the ADVANCE Act and Executive Order 14300. Affects applicants, intervenors and advanced reactor developers.
Nuclear Regulatory Commission · Nuclear
PROPOSEDAlaska Underground Injection Control (UIC) Program; Class VI Primacy
EPA proposes to grant Alaska primacy to permit and enforce Class VI carbon sequestration injection wells, shifting permitting from EPA to the AOGCC. Affects carbon management project developers and lenders in Alaska.
Environmental Protection Agency · Environment & emissions
EPA proposes to roll back the 2024 methane rules for oil and natural gas facilities, including rescinding the Super Emitter Program and relaxing well-site, controller, pump and fugitive-emission requirements. Affects gas producers and gas-fired power supply costs.
Environmental Protection Agency · Environment & emissions
PROCLAMATIONAdjusting Imports of Wind Turbines and Their Parts and Components Into the United States
A presidential proclamation adjusts US import duties on wind turbines and their parts and components, raising costs for developers and suppliers importing them.
Executive Office of the President · Trade & tariffs
NOTICECritical Material List; Addition of Helium
DOE adds helium to its Critical Material List, signaling possible future federal support or attention for helium supply, which matters for fusion, cryogenics and semiconductor-linked supply chains.
Energy Department · Critical minerals
NRC is amending its rules so commercial reactor applicants can leverage prior DOE or Department of War authorizations of demonstration reactors to show safety functions, speeding licensing reviews for referencing designs.
Nuclear Regulatory Commission · Nuclear
PROPOSEDUtah Underground Injection Control Program; Class VI Primacy
EPA proposes to grant Utah primacy to permit and enforce Class VI geologic carbon sequestration injection wells, shifting permitting from EPA to Utah DOGM. Relevant to CCS project developers and lenders.
Environmental Protection Agency · Environment & emissions
PROPOSEDAP1000 Design Certification Renewal
The NRC proposes renewing the AP1000 reactor design certification and incorporating Revision 20 of its design control document, updating the design to match as-built Vogtle 3 and 4 changes. This affects future AP1000 licensing.
Nuclear Regulatory Commission · Nuclear
RULEAP1000 Design Certification Renewal
NRC renews the AP1000 design certification and incorporates Revision 20 of its design control document, reflecting as-built Vogtle 3 and 4 changes, which eases licensing for future AP1000 projects.
Nuclear Regulatory Commission · Nuclear
RULEColorado Underground Injection Control (UIC) Program; Class VI Primacy
EPA approves Colorado's request to issue and enforce Class VI carbon sequestration injection well permits, shifting permitting from federal EPA to the state ECMC. Affects carbon capture project developers and lenders in Colorado.
Environmental Protection Agency · Environment & emissions
USTR requests public comments on how the EU's Carbon Border Adjustment Mechanism, now fully in effect in 2026, affects US exporters and trade, plus proposed CBAM expansion to downstream steel and aluminum goods.
Trade Representative, Office of United States · Trade & tariffs
FERC notice starting the pre-filing licensing process for a Northern California Power Agency hydropower project, opening comment on the pre-application document and scoping. Affects licensing timelines for the project's owner and stakeholders.
Energy Department · Federal Energy Regulatory Commission · Grid & permitting
FERC opens a Section 206 proceeding on PJM Interconnection tariff terms and sets a refund effective date, which could affect costs for grid-connected generators and large power buyers in PJM.
Energy Department · Federal Energy Regulatory Commission · Grid & permitting
PROPOSEDExemptions From Materials Licensing
NRC proposes expanding license exemptions for certain byproduct, source, and special nuclear materials, removing licensing needs for some uses and quantities. Affects nuclear materials users and suppliers.
Nuclear Regulatory Commission · Nuclear
RULEExemptions From Materials Licensing
NRC deregulatory rule expanding license exemptions for certain byproduct, source, and special nuclear material quantities and uses, reducing licensing burden for some nuclear material users.
Nuclear Regulatory Commission · Nuclear
Commerce preliminarily finds large graphite electrodes from India are sold below fair value, so antidumping duties may apply on imports. Affects importers and EAF steelmaking supply costs.
Commerce Department · International Trade Administration · Trade & tariffs
Commerce preliminarily finds Chinese large diameter graphite electrodes are sold in the US below fair value, with critical circumstances, setting up possible antidumping duties affecting electric arc furnace steel inputs.
Commerce Department · International Trade Administration · Trade & tariffs
RULEMeasures To Restrict Stockpiling of Polysilicon and Polysilicon Derivatives Under Proclamation 11052
Commerce/BIS temporary rule restricting polysilicon stockpiling ahead of December 4, 2026 import adjustments, with import prohibitions and limits on new importers. Affects solar module and wafer supply chains.
Commerce Department · Industry and Security Bureau · Trade & tariffs
PROPOSEDRegulatory Enhancements for Reactor Licensing, Decommissioning, and Operational Oversight
The NRC proposes revising reactor licensing, decommissioning, and operational oversight rules under Executive Order 14300, which could shorten or streamline licensing paths for fission projects.
Nuclear Regulatory Commission · Nuclear
Sets which pharmaceutical products (orphan drugs, nuclear medicines, gene and cell therapies, and others) and source jurisdictions get a zero Section 232 tariff under Proclamation 11020, and sets a process for urgent health need exemptions.
Commerce Department · Industry and Security Bureau · Trade & tariffs
Bonneville Power Administration is starting an expedited rate proceeding to add rate adjustment mechanisms recovering about $250 million, a 6.3% rise in Priority Firm Non-Slice power rates, after a court ruling.
Energy Department · Bonneville Power Administration · Other
RULEPartial Repeal of the Carbon Pollution Standards for Fossil Fuel-Fired Electric Generating Units
EPA finalizes repeal of most 2024 greenhouse gas standards for fossil fuel-fired power plants, including CCS requirements for coal and new baseload gas turbines, easing compliance for gas and coal generators.
Environmental Protection Agency · Environment & emissions
EPA proposes to rescind its 2015 endangerment-style findings and repeal all GHG standards for fossil fuel-fired power plants under CAA section 111, arguing the statute does not authorize climate-driven power plant rules.
Environmental Protection Agency · Environment & emissions
NRC is seeking comment and hearing requests on Dominion's application to renew the North Anna Early Site Permit in Louisa County, VA, extending it 20 years to preserve the site for future reactor licensing.
Nuclear Regulatory Commission · Nuclear
NOTICEAmerica's Great Corridors of Commerce; Request for Information
DOT requests comment on a voluntary program to designate highway and rail corridors for utility colocation, offering technical help to selected corridors. It could ease transmission routing on transportation rights-of-way.
Transportation Department · Office of the Secretary · Grid & permitting
PROPOSEDIn Situ Recovery Monitoring and Decommissioning Timeliness
NRC proposes risk-informed groundwater protection rules for uranium in situ recovery facilities and more flexible decommissioning timing for all licensees. Affects uranium producers and nuclear licensees.
Nuclear Regulatory Commission · Critical minerals
NOTICESecuring the United States Bulk-Power System
DOE requests stakeholder information to implement an emergency Executive order securing the bulk-power system against covered foreign-entity equipment, software and remote access, potentially affecting grid equipment procurement and licensing.
Energy Department · Grid & permitting
IRS publishes the 2026 inflation adjustment factor and applicable amounts for the section 45Y clean electricity production credit, which sets the per-kWh credit value for eligible generators.
Treasury Department · Internal Revenue Service · Tax credits
BLM is starting an EIS and public scoping for a proposed transmission line right-of-way across Utah and Nevada counties. Developers and transmission planners should note the scoping comment window and project timeline.
Interior Department · Land Management Bureau · Grid & permitting
NRC is considering approving an indirect license transfer tied to NextEra's acquisition of Dominion, covering Surry, North Anna, V.C. Summer, Millstone reactors and North Anna Unit 3 COL and early site permit.
Nuclear Regulatory Commission · Nuclear
RULEEnvironmental Protection Regulations for Domestic Licensing and Related Regulatory Functions
The NRC is amending its environmental protection regulations for domestic licensing, which may affect how environmental reviews are conducted for nuclear facility licenses. The abstract is blank, so the exact scope is unclear.
Nuclear Regulatory Commission · Nuclear
NOTICEAmerica's Great Corridors of Commerce; Request for Information
DOT requests comment on a voluntary program to co-locate utility lines, including transmission, in highway and rail rights-of-way, with federal technical help for selected corridors.
Transportation Department · Office of the Secretary · Grid & permitting
EXIM has received an application for a long-term loan or guarantee over $100 million supporting an unnamed critical mineral project, and public comments will go to its Board before final action.
Export-Import Bank · Financing
NRC notice that Orano Enrichment USA received a license application for the Project Ike uranium enrichment facility and opens a window to request a contested hearing. Affects nuclear fuel supply chain developers and enrichment-dependent reactor fuel buyers.
Nuclear Regulatory Commission · Nuclear
NRC proposes procedural housekeeping changes: rulemaking comment and information-withholding rules, FACA alignment, and security eligibility criteria, following Executive Order 14300 on NRC reform.
Nuclear Regulatory Commission · Other
PROCLAMATIONAdjusting Imports of Polysilicon and Its Derivatives Into the United States
A Section 232 proclamation adjusting tariffs on imported polysilicon and its derivatives, such as wafers and cells, affecting solar module costs and domestic supply chains.
Executive Office of the President · Trade & tariffs
Commerce proposes extending Section 232 steel, aluminum and copper duties to 14 more derivative product categories, including some electric conductor cables and heat exchanger parts, and seeks public comment.
Commerce Department · Industry and Security Bureau · Trade & tariffs
Integrated resource plans (IRPs) are where utilities say what they'll build over the next 15–20 years; a nuclear, geothermal or storage line in an approved plan is often the first sign of a future buyer. Checked monthly against utility pages, commission dockets and news. Pick State above to see one state's plans with its bills and incentives.
Appalachian Power (AEP)VA · WV
2025 IRP (West Virginia, filed Oct. 1, 2025, by Appalachian Power and Wheeling Power)Filed Oct. 1, 2025 with the West Virginia PSC (Cases 25-0859-E-IRP and 25-0860-E-IRP). The evidentiary hearing was moved to May 19-20, 2026, and a later Gazette-Mail preview set it for July 20-21, 2026. PSC staff recommended approval. I found no final PSC order in sources. Virginia does not require an IRP for APCo; it files an annual RPS plan instead, and the most recent Virginia IRP found was approved in January 2023.
NEXT: West Virginia PSC final order on the 2025 IRP (date not found in sources)
AddsThe WV plan's preferred "Delayed Environmental Scenario" keeps coal (Mountaineer, Amos, Mitchell) in the mix, per PSC staff's description. Separate 2026 APCo solicitations seek up to 800 MW wind/solar (PSA), 300 MW wind/solar/hydro (PPA), and 1,500 MW combined-cycle gas (COD by 3/31/2031).
Appalachian Power's current long-term plan is its 2025 IRP filed with the West Virginia PSC in October 2025; the commission hearing was rescheduled to July 2026 and I found no final order. Virginia does not require APCo to file an IRP, so its resource planning there runs through annual RPS plans, with a 2025 RPS plan approved in part in November 2025. The 2026 procurement RFPs (wind, solar, hydro, and combined-cycle gas) are the main near-term resource actions visible in sources.
CHECKED Nov 4, 2026
Filed Oct. 30, 2026 with the Arizona Corporation Commission (announced by APS Nov. 2, 2026). Pending at the ACC; no decision or hearing date found in the sources reviewed. The ACC docket number for the IRP was not found.
NEXT: Stakeholder review through the Resource Planning Advisory Council and ACC proceedings on the filed IRP; no specific date found in sources.
AddsAdds natural gas via new Desert Sun plant, Saguaro expansion, and Cholla conversion (387 MW repowering by 2030); about 2,000 MW solar and 2,500 MW storage by 2029; 4,000 MW gas through 2036; roughly 6,000 MW battery storage by 2030; keeps Four Corners running past 2031 (lease allows through 2038). Nuclear, geothermal under evaluation only.
APS filed its 2026 IRP, a 15-year plan projecting peak demand above 14,500 MW by 2041, with the Four Corners coal extension and new gas as central elements. The plan describes new nuclear and geothermal only as technologies APS will keep evaluating, with investment contingent on customer value, reliability, and affordability. Advocates such as Vote Solar have criticized the plan and plan to participate in the process.
CHECKED Nov 4, 2026aps.comfinance.yahoo.comnewsroom.aps.com
Avista UtilitiesWA · ID
2025 Electric IRP (filed Dec 31, 2024); 2027 Electric IRP in development2025 Electric IRP filed Dec 31, 2024 with Washington UTC and Idaho PUC. Draft 2027 Electric IRP schedule: draft released to TAC Oct 15, 2026; virtual public meeting Nov 2026 (date TBD); final filing Jan 1, 2027. A Nov 2026 earnings transcript refers to a current draft preferred resource plan. No commission acknowledgment of the 2027 IRP found yet.
Adds2025 IRP preferred strategy plans renewable additions and capacity needs for 2026-2035, with an all-source RFP for capacity deficits. Jan 2026 RFP selections: ~200 MW wind PPA from Montana (Colstrip transmission, target 2029) and ~40 MW demand response from 2026. No nuclear, SMR, geothermal, or long-duration storage found in sources. Data-center growth is excluded from the capital plan after a pause.
Avista's 2025 Electric IRP was filed at the end of 2024, and its 2026-2029 Washington Clean Energy Implementation Plan was approved by the WUTC on March 24, 2026. Avista's 2027 Electric IRP is in development, with a draft slated for TAC review in mid-October 2026, a public meeting in November, and a final filing targeted for January 1, 2027. No sources found specify nuclear, SMR, geothermal, or long-duration storage in either plan, so first-of-a-kind clean firm power is not addressed in the sources reviewed.
CHECKED Nov 4, 2026
Black Hills EnergySD · WY · CO
2026 Wyoming Integrated Resource Plan (filed June 30, 2026); 2026 Colorado Electric Resource Plan and Clean Energy Plan (filed September 11, 2026)Wyoming 2026 IRP submitted to the Wyoming PSC on June 30, 2026; company plans follow-on resource applications in H2 2026 or H1 2027. Colorado 2026 ERP/Clean Energy Plan filed September 11, 2026 as a pending PUC proceeding (docket 26A-0263EG); commissioners asked for supplemental testimony and an ALJ review of PPA and affiliate questions. No final decision found in sources.
NEXT: Wyoming: file applications to construct new resources with the Wyoming PSC (expected H2 2026 or H1 2027). Colorado: supplemental testimony and ALJ review, then Commission decision (no dates found).
AddsWyoming: 95 MW near-term shortfall from 2027; preferred portfolio of 36 MW new gas-fired generation (RICE engines), 50 MW battery storage, and market purchases, in service 2029 if approved. Colorado: about 424 MW through 2032 (reported as 126 MW gas, 98 MW wind, 200 MW battery storage). No nuclear, geothermal, or long-duration storage found.
Black Hills' two current long-term plans lean on natural gas engines and short-duration batteries, with wind added in Colorado, and neither includes nuclear, geothermal, or long-duration storage in the sources reviewed. Both filings remain under regulatory review, with the Wyoming applications still to be filed and the Colorado docket in supplemental testimony. Clean firm power is not a central element of either plan based on available sources.
CHECKED Nov 4, 2026blackhillsenergy.comwyomingnews.comblackhillsenergy.com
California statewide plan (CPUC IRP, covers PG&E, SCE, SDG&E)CA
2026 IRP cycle (R.25-06-019); statewide procurement decision D.26-02-057 adopted Feb. 26, 2026Procurement order D.26-02-057 approved Feb. 26, 2026. Individual LSE IRPs due June 1, 2026, extended; several filed Aug. 10, 2026 (e.g., CleanPowerSF, OCPA). No source found confirming Commission certification of 2026 LSE plans as of Nov. 4, 2026.
AddsD.26-02-057 orders LSEs to procure reliability resources totaling 6,000 MW by 2032 (per CPUC; Vote Solar says 6 GW by 2031). Sets a 25% set-aside for clean firm resources including geothermal and storage of eight or more hours. Rejects CCS on gas plants as a qualifying clean resource.
CHECKED Nov 4, 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
AddsTwo new natural gas plants totaling about 1.5 GW at existing sites in Karn (Bay County) and Thetford Township (Genesee County); over 13 GW of expanded renewables and storage (solar, wind, battery storage) per March 2026 announcement; later coverage cites more than 19 GW of renewables/clean resources, pumped and battery storage, and a 30-year dam power purchase agreement. Also a Midland Cogeneration Venture PPA and a clean resource contract.
Consumers Energy's 20-year plan was announced in March 2026 and filed with the MPSC in early September 2026, aimed at meeting Michigan's 2023 clean energy law while keeping bills affordable. Sources say the plan still needs MPSC approval, which is expected within about a year. The docket U-21090 page shows an October 14, 2026 order, but it is tied to the prior 2021 IRP and PURPA avoided-cost filings, so I could not confirm it as action on the new plan.
CHECKED Nov 4, 2026consumersenergy.comdetroitnews.comwlns.com
Dominion Energy VirginiaVA · NC
2026 IRP Update (Virginia; filed with SCC under Case No. PUR-2026-00163)Filed with the Virginia SCC in mid-October 2026 (news reports say a Thursday; exact date not confirmed in sources). Under SCC review; a full evidentiary trial is scheduled for fall 2027. No SCC decision yet.
AddsPreferred plan per news reports: nearly 9,000 MW new natural gas; more than 21,000 MW solar; about 3,500 MW each of wind and storage; about 2,000 MW nuclear. Filing says it reflects expanded energy storage objectives under 2026 Virginia law and includes an expanded portfolio. Planning document only, not project approval.
CHECKED Nov 4, 2026
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.
AddsTwo new natural gas plants totaling 2.1 GW, including a 1,400 MW Handy Township plant (construction late 2027, operation late 2031, est. $3.9B). Virtual power plant using customer batteries. Coal exit by 2032. Nuclear mentioned as part of the mix, no details found. No SMR or geothermal found.
DTE's 20-year plan would more than double its capacity from 16 GW in 2027 to 33 GW in 2046, adding two gas plants while retiring coal. Its gas additions are the central long-term resource, with the Handy Township plant targeting operation in late 2031. No Commission decision on the plan has been found yet, and I found no firm clean-power or first-of-a-kind commitments such as SMRs or geothermal.
CHECKED Nov 4, 2026dteenergy.comadms.apps.lara.state.mi.usmi-psc.my.site.com
Duke Energy Carolinas and ProgressNC · SC
2026 Carolinas Resource Plan (filed in South Carolina Aug. 14, 2026); 2025 Carolinas Resource Plan (filed in North Carolina Oct. 1, 2025) still pending before the NCUC2025 plan filed with NCUC Oct. 1, 2025 (NCUC Docket E-100 Sub 207); evidentiary hearing scheduled to begin June 9, 2026; NCUC order required by Dec. 31, 2026. 2026 plan filed with PSCSC Aug. 14, 2026. PSCSC accepted the 2025 update in May 2026. Final NCUC order not found in sources as of Nov. 4, 2026.
NEXT: North Carolina Utilities Commission order on the 2025 Carolinas Resource Plan (Docket E-100, Sub 207) (Dec 2026)
Adds2025 plan: five combined-cycle units maintained, combustion turbines raised to seven, battery storage expanded to 5,600 MW by 2034, nuclear (SMR or large LWR) evaluated for ~2037, coal units with dual-fuel capability eligible for 2–4 year extensions, Bad Creek pumped storage second block deferred to 2040. Wind not economic through 2040.
Duke's 2025 Carolinas plan remains before the North Carolina Utilities Commission, which must issue its order by December 31, 2026, and the company has since filed a 2026 update in South Carolina. Sources describe a nuclear evaluation (SMR or large light-water reactor, targeting about 2037) but no firm nuclear commitment or first-of-a-kind decision found. The NCUC's 2026 solar RFP suspension and a denied CCN for a gas combustion turbine are relevant signals of regulatory friction.
CHECKED Nov 4, 2026
El Paso ElectricTX · NM
2025 IRP (New Mexico Integrated Resource Plan for the Period 2026-2045)Filed with the NMPRC Sept 2, 2025. Stakeholder process facilitated by Gridworks; facilitator report dated Sept 30, 2025 (cited in an Oct 13, 2026 PRC filing). Action Plan in progress: DR/DER pilot filed Apr 20, 2026; all-source RFP issued May 18, 2026. No NMPRC decision on the 2025 IRP found in sources.
NEXT: Evaluation of responses to the May 2026 all-source RFP and continued Action Plan implementation; no dated IRP milestone found in sources
AddsAction Plan focuses on capacity and REA/RPS needs through 2030 via an all-source RFP for supply and demand-side resources, plus a 250-customer NM DR/DER pilot. Modeling showed need for battery storage and renewables; no new NM gas found in one modeling slide. Nuclear, geothermal, and SMR additions not confirmed in sources.
El Paso Electric's 2025 New Mexico IRP was filed September 2, 2025, and it is now in its action-plan phase, with an all-source RFP issued May 18, 2026 to meet New Mexico capacity and renewable needs. The sources found do not show a PRC order on the 2025 IRP or confirm first-of-a-kind clean firm resources such as nuclear, SMRs, or geothermal in the preferred plan. A separate New Mexico base rate case (25-00082-UT) is pending, with an amended application filed August 6, 2026.
CHECKED Nov 4, 2026
Texas has no mandatory IRP for investor-owned utilities. Entergy Texas runs STEP Ahead as its long-term plan. Legend and Lone Star gas plants were approved Sept. 11, 2025 and are due mid-2028. The Cypress-Legend 500-kV line was approved Dec. 2025. A 2026 CCCT RFP was issued for resources from 2032. The 300 MW Frontier PPA application was filed June 26, 2026 (Docket 59928) and was still pending in the latest sources found.
NEXT: PUCT review of Frontier PPA in Docket 59928 (procedural schedule and final order not found in sources); CCCT RFP outcome not found
AddsApproved: Legend and Lone Star gas plants (about 1,200 MW, mid-2028); Orange County Advanced Power Station under construction. Pending: 300 MW Frontier gas CCCT PPA (14 years, from June 1, 2027); 2026 RFP for new gas CCCT from 2032 or sooner. No nuclear, geothermal, or storage found.
Entergy Texas does not appear to file a standalone IRP; its long-range planning runs through the STEP Ahead plan, with projects approved case by case at the PUCT. Recent steps are a 2026 gas CCCT RFP and a pending Frontier PPA, and no clean firm (nuclear, geothermal, or long-duration storage) items were found in sources.
CHECKED Nov 4, 2026entergy.comentergytexas.comentergy.com
Filed Jan 31, 2025; PSC approved unanimously Jul 15, 2025. Stipulation resolved outstanding issues. Dec 2025 PSC certification of about 9,885 MW of new resources for 2027/28–2030/31. Quarterly large-load reports continue (Q1 2026 filed May 15, 2026). Next IRP due in 2028 per PSC order; filing date not confirmed in sources.
NEXT: Next triennial IRP (2028 IRP) filing; quarterly large-load reports to PSC continue. Date not confirmed in sources.
AddsApproved: up to 4,000 MW renewables by 2035 (initial 1,100 MW target); renewable portfolio to about 11,000 MW by 2035; hydro fleet upgrades at nine plants; natural gas co-firing; 10-year transmission plan (1,000+ miles); demand-side programs. Dec 2025 certification: ~9,885 MW, about two-thirds gas, rest battery storage. Coal units (Bowen, Scherer) kept running into 2030s per SACE.
Georgia Power's 2025 IRP was approved in July 2025, and the PSC followed with a December 2025 certification of roughly 9,885 MW of new capacity, mostly gas, largely for data-center load. Sources describe no specific first-of-a-kind clean firm resource (SMR, geothermal, long-duration storage) in the approved plan; nuclear appears only as existing Vogtle/Hatch investment.
CHECKED Nov 4, 2026georgiapower.comgeorgiapower.comgeorgiapower.com
Filed April 1, 2026 with the Minnesota PUC as docket 26-145; the PUC's listing shows it as pending. Public comment open through November 16, 2026 per a September 2026 CURE blog post. One PUC listing line reads "Order issued June 30, 2026," but it is ambiguous and I could not confirm it belongs to GRE's docket, so no final decision is confirmed.
NEXT: Public comment period closes (4:30 pm); then PUC staff briefing papers and Commission decision on the IRP (Nov 2026)
AddsPreferred plan continues dispatchable, reliability resources and adds new wind generation and energy storage. A CURE analysis cites 420 MW of new natural gas (280 MW by 2031, 140 MW by 2032) with fuel-oil backup. Also includes LMRs as a new capacity resource. No nuclear, geothermal, or SMR found in sources.
Great River Energy filed its 2026-2040 IRP on April 1, 2026, and the Minnesota PUC docket 26-145 remains pending in the sources I could access. A prior 2023-2037 IRP was accepted by the PUC in June 2024, and the PUC describes its role for cooperatives as advisory. Sources found no firm clean-power resource such as nuclear, geothermal, or SMRs in the preferred plan.
CHECKED Nov 4, 2026greatriverenergy.comgreatriverenergy.commn.gov
Idaho PowerID · OR
2025 IRP (acknowledged); 2027 IRP in developmentCHECKED Nov 4, 2026
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.
AddsPreferred portfolio: short-term capacity (325 MW 2025, 1,500 MW 2026, 1,875 MW 2027) bridging to long-term resources from 2028. About 4,000 MW of solar, wind, storage, thermal and capacity RFPs (Sept 2024). Oregon Clean Energy Center (870 MW gas) acquired March 2, 2026. Proposed Sycamore Riverside 918 MW gas combustion turbines. Rockport Unit 1 retirement by end-2028. Cook Units 1–2 subsequent license renewal evaluated; Elkhart and Mottville hydro relicensing. No SMR, geothermal, or uprate plans found in sources.
I&M's 2024 Indiana IRP sets a near-term plan for 2025–2030 and a long-term indicative plan for 2031–2044, and it evaluated extending Cook Nuclear's license by 20 years. The plan is being implemented through IURC resource approvals (expedited plan, Oregon gas plant purchase, pending Sycamore Riverside gas CPCN). The sources found no clean firm first-of-a-kind commitments such as SMRs or geothermal.
CHECKED Nov 4, 2026
NorthWestern EnergySD · MT · NE
2026 Montana Integrated Resource Plan (Docket 2026.04.026, consolidated with 2025.05.038)Filed late April 2026 (sources give Apr 27, Apr 28, or May 4). Public comment closed Jul 28, 2026. On Aug 18, 2026 the Montana PSC voted 3-1 to return the plan for five minimum-filing deficiencies, with a 30-day cure period (to about Sept 18) that could be extended. I found no source reporting a refiled plan or an extension as of Nov 4, 2026.
NEXT: NorthWestern's corrected 2026 IRP was due about Sept 18, 2026 (30 days after the Aug 18 PSC action) unless an extension was requested. No refiling or extension was found in sources.
AddsThe plan does not name specific new resources to build. It identifies winter capacity shortfalls starting around 2027-2028 and treats Colstrip as a major resource for as long as possible, possibly to 2042. It evaluated 28 candidate generation resources, including discussion of possible Colstrip acquisitions. No nuclear, geothermal, or long-duration storage commitment was found.
The PSC found five minimum-filing deficiencies in the 2026 plan, including modeling, documentation, load forecasting, and demand-side assumptions, and sent it back for correction. Under Montana law the Commission votes only on minimum filing requirements, not on any specific resource, so the plan does not yet authorize any first-of-a-kind clean firm project. Critics say the plan treats nuclear as a cornerstone despite small modular reactors being commercially unproven, but this is an advocacy group's characterization.
CHECKED Nov 4, 2026
Filed with the PUCN in May 2026 (41 volumes), about a year ahead of the normal schedule. Phase 1 (three-year Energy Supply Plan) stipulation was accepted by the PUCN on Sep 8, 2026. Phase 3 (20-year forecast and resource plan) hearings were reported for November 2026, with a commission order reported as slated for mid-December 2026. No final PUCN decision on the 20-year plan found as of Nov 4, 2026.
NEXT: Phase 3 (20-year forecast and supply plan) hearings and PUCN final order on Docket 26-05007 (Nov 2026)
AddsProposed preferred plan: about 4,500 MW (4,550 per some sources) of new renewables (solar, geothermal, ~180 MW geothermal), about 5,300-5,400 MW of battery storage, and about 1,200 MW (1,223 MW) of new gas capacity, largely via PPAs and three gas plants tied to data-center load. Not approved.
NV Energy's 2026 joint triennial IRP is pending before the Public Utilities Commission of Nevada, with the Phase 1 stipulation accepted in September 2026 and the 20-year resource hearings reported for November 2026. Coverage is mixed on exact dates, and the preferred plan's gas and storage additions are contested by consumer and clean-energy groups over cost allocation and data-center load. For first-of-a-kind clean firm power, the plan's geothermal (180 MW) and gas-heavy mix suggests limited firm clean capacity, and the plan is a proposal until the PUCN rules.
CHECKED Nov 4, 2026
PacifiCorp (Rocky Mountain Power, Pacific Power)UT · WY · ID · OR · WA · CA
2025 IRP Update (filed March 31, 2026); 2027 IRP in development2025 IRP filed March 31, 2025 in six states. Idaho acknowledged it in December 2025 and Utah in June 2026. The 2025 IRP Update was filed in all states in March 2026. The 2027 IRP is in development, with a draft due around November 30, 2026 and a final in March 2027.
NEXT: Draft 2027 IRP (filing); final 2027 IRP expected March 2027 (Nov 2026)
Adds2025 IRP preferred portfolio adds about 5,912 MW solar, 3,782 MW wind and 7,524 MW storage by 2045, including 3,073 MW of 100-hour iron-air storage by 2045 and 605 MW by 2032. It includes 500 MW of TerraPower Natrium nuclear (Kemmerer, WY) and keeps most coal in service through 2045.
PacifiCorp's 2025 IRP was acknowledged by Idaho (December 2025) and Utah (June 2026), and its 2025 IRP Update was filed in March 2026. Its 2027 IRP is in public input and is scheduled for a draft at the end of November 2026, with a final in March 2027. For first-of-a-kind clean firm power, the plan's most relevant items are the 500 MW Natrium SMR and the 100-hour iron-air storage, though I found no sources on their current contract or construction status.
CHECKED Nov 4, 2026pacificorp.compacificorp.comsec.gov
PNMNM
2026 IRP (covers 2026-2045)Filed with the NMPRC on September 1, 2026 after a facilitated stakeholder process; PNM filed a related Oct 13, 2026 stakeholder process report. No NMPRC decision on the 2026 IRP found in sources as of Nov 4, 2026.
NEXT: NMPRC review and decision on the 2026 IRP (no date found in sources)
AddsThe IRP shifted from one preferred portfolio to outlining resource needs. Separate 2029-2032 Resource Portfolio Application (filed May 29, 2026) covers resources; earlier filings include a 150 MW BESS (Jan 2028) and a 167 MW gas unit replacing an expiring PPA. No nuclear or geothermal IRP additions found.
PNM filed its 2026 IRP on September 1, 2026, covering 2026-2045, and it now outlines resource needs rather than a single preferred portfolio. Sources found no NMPRC ruling yet, and no nuclear, geothermal, or SMR commitments tied to the IRP.
CHECKED Nov 4, 2026pnm.compnm.comgridworks.org
Filed with the Oregon PUC on Oct 15, 2026; under regulatory review. PGE expects review and approval to conclude in Q2 2027. No OPUC decision found as of Nov 4, 2026. Prior 2023 CEP/IRP (LC 80) was acknowledged in January 2024 (one source says April 18, 2024), with a June 18, 2025 update that added a new preferred portfolio.
NEXT: OPUC review and decision on the 2026 CEP/IRP (LC 88); PGE expects completion in Q2 2027 (Apr 2027)
AddsTwo pathways: one needs 3,377 MW of additions by 2030 and over 5,000 MW by 2032; an emissions-focused pathway needs 6,747 MW by 2030 and over 9,000 MW by 2032. Plan emphasizes transmission expansion and advocates a holding company structure. Ongoing 2025 All-Source RFP expected to satisfy part of the need. No specific nuclear, geothermal, SMR, or long-duration storage commitments found in sources; no specific gas or data-center figures found.
PGE's 2026 CEP/IRP is pending before the Oregon PUC, with a decision expected in Q2 2027. The filing lays out resource pathways with large new generation and storage needs by 2030–2032 and frames transmission and financing as key constraints. The sources I found do not mention first-of-a-kind clean firm resources such as nuclear, geothermal, or SMRs.
CHECKED Nov 4, 2026sec.govportlandgeneral.comtradingview.com
In development. PSE is preparing its first Integrated System Plan, which must be filed with the Washington UTC by April 1, 2027. Draft scenarios and sensitivities were presented to the Resource Planning Advisory Group in mid-to-late 2026. A public webinar on the plan is scheduled for November 10 or 12, 2026. The sources did not confirm the final filing outcome of the earlier 2025 IRP.
AddsDraft 2027 ISP figures reported by a critic (Seattle Red, Sept 2026) show a winter gap of up to 13,900 MW by 2050 and rely mainly on hydrogen-ready "flex fuel" peakers, with a reported $116.8B cost. Near-term actions: 2026 voluntary RFP for CETA-compliant energy and winter peak capacity (1,556 MW winter, 59 MW summer, 2.9 million MWh needed in 2031/2030), a 90 MW Schnebly Coulee solar purchase, and a Big Horn I wind PPA. No nuclear, SMR, geothermal, or long-duration storage commitments found in these sources.
PSE's long-term planning has shifted from the IRP to a new Integrated System Plan under 2024 state law, and the UTC docket lists the plan as in progress. The draft plan's reported gaps and reliance on unproven hydrogen-ready peakers are contested publicly, so the final filing (due April 1, 2027) may change. Near-term procurement via the 2026 RFP and new solar and wind contracts is the most concrete firm-power-relevant activity found.
CHECKED Nov 4, 2026
Southwestern Public Service (Xcel Energy)TX · NM
2026 IRP (New Mexico 2027-2046 Integrated Resource Plan), filed with NMPRC October 23, 2026Filed with the New Mexico Public Regulation Commission on October 23, 2026, after a stakeholder process facilitated by Gridworks. SPS asked for a procedural variance to use a four-year action plan instead of three; the Commission issued an order on October 19, 2026 granting a deadline extension. I found no ruling on the four-year variance request. The Commission has not yet acted on the IRP itself.
NEXT: NMPRC review of the 2026 IRP, including a ruling on SPS's request for a four-year action plan variance; SPS also plans a Phase II competitive solicitation RFP (expected Q3 2026 per Q2 earnings) and project CCN filings expected late 2026 or early 2027.
AddsNot confirmed in sources. Earlier 2023 IRP led to NMPRC approval (May 2025 timeframe) of about 3.8 GW utility-owned resources: 2,088 MW gas, 1,100 MW wind, 472 MW/1.9 GWh storage, 189 MW solar, plus delay of Tolk coal retirement to March 31, 2029. No nuclear, geothermal, or SMR commitments found.
SPS filed its 2026 IRP on October 23, 2026, and its earnings release describes it as demonstrating projected load growth. The filing sits alongside a pending request to extend the action plan to four years, and I found no Commission decision yet. No sources I found mention first-of-a-kind clean firm resources (nuclear, geothermal, SMR, long-duration storage) in the 2026 IRP's preferred portfolio.
CHECKED Nov 4, 2026xcelenergy.comxcelenergy.comgridworks.org
Tennessee Valley AuthorityTN · AL · MS · KY · GA · NC · VA
2026 IRP (final, approved by TVA Board August 2026)Preliminary Final 2026 IRP and EIS released June 22, 2026 with comments through July 22, 2026. TVA Board approved the 2026 IRP recommendations at its August 2026 meeting. Final 2026 IRP page is posted; no Record of Decision or later milestone found in sources.
NEXT: No further scheduled IRP milestone found in sources after August 2026 Board approval; Record of Decision status not found.
AddsNear-term focus on firm dispatchable resources such as natural gas and storage; 4 to 13 GW new combined-cycle and 3 to 13 GW combustion turbine through 2040; coal operation extended into 2040s; standalone wind deployment suspended; collaboration with partners on advanced nuclear for long-term reliability. Cumberland gas plant (1,500 MW) expected online by end of 2026. No specific SMR or uprate commitment found.
TVA's board approved the 2026 IRP in August 2026, which calls for 11 to 32 GW of added capacity through 2040, mainly from gas and storage in the near term. The plan pairs that with work alongside partners on nuclear technologies for longer-term reliability. Critics say it expands methane gas and keeps coal running, and no state commission docket applies since TVA is federally owned.
CHECKED Nov 4, 2026tva.comprnewswire.comtribunecourier.com
Filed with the Arizona Corporation Commission in October 2026, reportedly on Friday, Oct. 30, 2026 (exact date inferred from the Sierra Club release and TEP's RPAC calendar, which lists Oct. 30 as the IRP due date). The plan is now pending: stakeholders comment, then the ACC reviews and acknowledges it. Earlier steps: RPAC meetings through 2026, and a public workshop was scheduled for Oct. 20, 2026.
NEXT: Public comment on the filed 2026 IRP in the ACC docket; ACC staff review and Commission acknowledgment; utility response to stakeholder concerns expected in 2027
AddsPreferred plan per Sierra Club: coal-to-gas conversion of Springerville units 1 and 2 by 2031, exit from Four Corners coal by 2031, about 300 MW of new gas generation, plus new renewables and storage. Fortis describes a high-load scenario with about 800 MW of added generation. Nuclear was among portfolios evaluated (no selection reported).
TEP's 2026 IRP was filed with the Arizona Corporation Commission in October 2026 and covers the next 15 years. Per the Sierra Club, the plan keeps Springerville coal units on a gas-conversion path and adds about 300 MW of gas, and the Sierra Club says TEP no longer expects to meet its earlier 80% carbon reduction goal by 2035. No first-of-a-kind clean firm resource (advanced nuclear, geothermal, or long-duration storage) was reported as selected, though nuclear portfolios were among those evaluated.
CHECKED Nov 4, 2026tep.comtep.comsierraclub.org
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.
AddsPlan adds about 4,200 MW of wind, solar and storage by 2030 (roughly 3,200 MW wind, 400 MW solar, 600 MW storage). Extends Prairie Island nuclear 20 years (to 2053/2054) and Monticello 10 years (to 2050). Retires coal by 2030. Authorizes 375 MW Lyon County gas peaker; Fargo gas plant dropped. Blue Lake 135.5 MW battery; over 735 MW batteries in MN by end-2027.
The Minnesota PUC approved Xcel's 2024-2040 Upper Midwest IRP in February 2025, pairing renewables and storage with extended nuclear operation and a reduced set of firm gas additions. The sources describe no new first-of-a-kind clean firm technology such as SMRs or geothermal in the plan. Xcel's next steps include a 4,100 MW renewable and storage RFP recommendation filing expected in the months after late October 2026, and the next full IRP date was not found in sources.
CHECKED Nov 4, 2026