The Brief
Bruce Power takes unit 5 offline for refurbishment, fourth of six Ontario reactors renewed
The Major Component Replacement outage began on 1 November; units 7 and 8 follow in 2028 and 2030, and unit 3 returned more than seven months early.
Grid Brief — Energy and the grid, read from the primary documents
Waaree Solar Americas doubles its Texas module plant to 3.2 GW with two new 800 MW lines
Commercial production at Brookshire began on 29 October; with Arizona growing to 1.6 GW, the company expects 4.8 GW of US module capacity in fiscal 2027.
Fluence CEO Julian Nebreda and CFO Ahmed Pasha leave; Axel Meier steps in as interim CEO
The departures follow a Q3 revenue shortfall of about $90 million and a guidance cut of around $600 million tied to problems at the company's Houston plant.
Urenco USA produces its first LEU+, the West's first commercial 5-10% enriched uranium
The New Mexico plant is licensed to enrich up to 10% U-235 in all its cascades; LEU+ allows longer reactor cycles and can feed HALEU production.
PJM's 6.5 GW forecast cut and PSEG's nuclear deals: the data-centre load is being priced twice
On the same day, PJM's backstop auction may shrink to 630 MW while a nuclear owner in the same market plans a 200 MW uprate to sell to large loads.
PJM refiles its data-centre backstop auction for 1 March; Jefferies sees as little as 630 MW
After FERC rejected most of the first design, PJM revised cost allocation and collateral; utilities have cut near-term large-load forecasts by 6.5 GW.
Elia's capacity auctions: four-hour batteries take 61.75% of Belgium's 2030-31 volume
Belgium's transmission operator contracted 1.6 GW for 2028-29 and 0.8 GW for 2030-31; no two-hour batteries were selected for the later year and the 2027-28 top-up needed nothing.
ACER: Eustream's Slovak gas tariff proposal still breaks EU rules on benchmarking and discounts
The EU agency repeats its February findings even though the Slovak regulator ended the procedure on 8 October; the proposal would have raised tariffs by more than 50%.
NRC finishes its safety review of X-energy's Xe-100 plant for Dow's Long Mott site in Texas
The Final Safety Evaluation Report came on 30 October; with the environmental review done in May, the four-reactor project moves to the last stage of its construction permit.
Mitsubishi Electric grows its utility business 20% as it moves on PCI and an ABB venture
The Japanese group is buying PCI Energy Solutions for $1.4 billion, a platform Utility Dive says manages about 60% of US power generation, and plans a components joint venture with ABB.
Exelon says utilities could spend up to $7 billion on 3.5 GW of regulated storage
On its 30 October earnings call Exelon put utility-owned storage at 1.5 GW to 3.5 GW, on top of a $1 billion, 500 MW project already proposed in New Jersey.