Market Briefing · updated daily
Markets
Where U.S. nuclear supply is tightest right now, and what is coming off line next. As of Oct 16, 2026 · Updated every morning from the NRC Daily Power Reactor Status Report.
Most-stressed Market
CAISO
50.1% offline · 1,122 MW
MW in Refueling Now
15,283 MW
15 units at a full outage
MW at Risk · Next 60 Days
megawatts due off line within 60 days
Biggest 30-day Mover
CAISO
availability ▼ 50.1 pts
By Market
Available nuclear MW now, the day's move, vs 7-day and a year ago, and the 30-day trend, by balancing authority
ISO / RTO
31u
26,262 MW
80.3% available
↗ 25 MW DoD
vs 7d avg−45 MW (−0.2%)
vs 1 yr ago██
Fall 26 avg offline
1,527 MW
ISO / RTO
13u
9,114 MW
79.2% available
0 MW DoD
vs 7d avg−93 MW (−1.0%)
vs 1 yr ago██
Fall 26 avg offline
772 MW
Vertically Integrated
7u
7,055 MW
86.2% available
0 MW DoD
vs 7d avg+636 MW (+9.9%)
vs 1 yr ago██
Fall 26 avg offline
575 MW
Vertically Integrated
8u
6,550 MW
81.1% available
↘ 9 MW DoD
vs 7d avg+236 MW (+3.7%)
vs 1 yr ago██
Fall 26 avg offline
470 MW
Vertically Integrated
7u
7,226 MW
100.0% available
0 MW DoD
vs 7d avg0 MW (0.0%)
vs 1 yr ago██
Fall 26 avg offline
339 MW
What to watch
All units at full power
ISO / RTO
4u
4,877 MW
97.8% available
↘ 24 MW DoD
vs 7d avg−55 MW (−1.1%)
vs 1 yr ago██
Fall 26 avg offline
11 MW
Vertically Integrated
3u
2,626 MW
66.7% available
0 MW DoD
vs 7d avg0 MW (0.0%)
vs 1 yr ago██
Fall 26 avg offline
161 MW
Vertically Integrated
4u
3,649 MW
100.0% available
0 MW DoD
vs 7d avg0 MW (0.0%)
vs 1 yr ago██
Fall 26 avg offline
34 MW
What to watch
All units at full power
Vertically Integrated
4u
2,834 MW
78.9% available
0 MW DoD
vs 7d avg0 MW (0.0%)
vs 1 yr ago██
Fall 26 avg offline
110 MW
ISO / RTO
3u
2,109 MW
62.9% available
0 MW DoD
vs 7d avg−533 MW (−20.2%)
vs 1 yr ago██
Fall 26 avg offline
67 MW
ISO / RTO
4u
3,329 MW
100.0% available
0 MW DoD
vs 7d avg0 MW (0.0%)
vs 1 yr ago██
Fall 26 avg offline
207 MW
What to watch
All units at full power
ISO / RTO
2u
1,118 MW
49.9% available
0 MW DoD
vs 7d avg−321 MW (−22.3%)
vs 1 yr ago██
Fall 26 avg offline
73 MW
ISO / RTO
2u
1,177 MW
60.4% available
0 MW DoD
vs 7d avg0 MW (0.0%)
vs 1 yr ago██
Fall 26 avg offline
172 MW
Vertically Integrated
1u
1,151 MW
100.0% available
0 MW DoD
vs 7d avg0 MW (0.0%)
vs 1 yr ago██
Fall 26 avg offline
0 MW
What to watch
All units at full power
Vertically Integrated
1u
977 MW
100.0% available
0 MW DoD
vs 7d avg0 MW (0.0%)
vs 1 yr ago██
Fall 26 avg offline
0 MW
What to watch
All units at full power
Available MW = nuclear generating MW now (installed nuclear MW minus what is offline), at the 98% full-power floor. DoD is the change since yesterday; the 30-day spark is the market's availability (% of its nuclear fleet generating). "What to watch" is the largest unit offline now, with the date it went down.
Biggest 30-Day Movers
Signed change in nuclear availability over the last 30 daysMarket
30 days ago → now
Change
30-day trend
CAISO
100.0% → 49.9%
↘ −50.1 pp
ISO-NE
100.0% → 62.9%
↘ −37.1 pp
SRP
100.0% → 66.7%
↘ −33.3 pp
SPP
93.7% → 60.4%
↘ −33.3 pp
NYISO
74.6% → 100.0%
↗ +25.4 pp
Duke Progress
100.0% → 78.9%
↘ −21.1 pp
MISO
99.7% → 79.2%
↘ −20.5 pp
Duke Carolinas
84.0% → 100.0%
↗ +16.0 pp
PJM
93.9% → 80.3%
↘ −13.6 pp
Southern
78.4% → 81.1%
↗ +2.7 pp
ERCOT
100.0% → 97.8%
↘ −2.2 pp
FPL
97.8% → 100.0%
↗ +2.2 pp
TVA
85.0% → 86.2%
↗ +1.2 pp
No net change · 2 markets
BPA
100.0% · steady
Dominion SC
100.0% · steady
Change in each market's nuclear availability (generating MW as a share of installed nuclear MW) between 30 days ago and today. Positive points = more nuclear back online.
Most-stressed Markets
By share of nuclear fleet offline, lowest availability first| Market | Type | Units | Availability | MW Offline | % Offline | Grid tomorrow | 30d Δavail |
|---|---|---|---|---|---|---|---|
| CAISO | ISO/RTO | 2 | 49.9% | 1,122 | 50.1% | soft | ▼ 50.1 |
| SPP | ISO/RTO | 2 | 60.4% | 771 | 39.6% | soft | ▼ 33.3 |
| ISO-NE | ISO/RTO | 3 | 62.9% | 1,243 | 37.1% | soft | ▼ 37.1 |
| SRP | Non-ISO | 3 | 66.7% | 1,311 | 33.3% | — | ▼ 33.3 |
| Duke Progress | Non-ISO | 4 | 78.9% | 759 | 21.1% | — | ▼ 21.1 |
| MISO | ISO/RTO | 13 | 79.2% | 2,398 | 20.8% | normal | ▼ 20.5 |
| PJM | ISO/RTO | 31 | 80.3% | 6,430 | 19.7% | normal | ▼ 13.6 |
| Southern | Non-ISO | 8 | 81.1% | 1,530 | 18.9% | — | ▲ 2.7 |
| TVA | Non-ISO | 7 | 86.2% | 1,126 | 13.8% | — | ▲ 1.2 |
| ERCOT | ISO/RTO | 4 | 97.8% | 109 | 2.2% | normal | ▼ 2.2 |
| Duke Carolinas | Non-ISO | 7 | 99.8% | — | 0.0% | — | ▲ 16.0 |
| BPA | Non-ISO | 1 | 100.0% | — | 0.0% | — | ▲ 0.0 |
| NYISO | ISO/RTO | 4 | 100.0% | — | 0.0% | soft | ▲ 25.4 |
| FPL | Non-ISO | 4 | 100.0% | — | 0.0% | — | ▲ 2.2 |
| Dominion SC | Non-ISO | 1 | 100.0% | — | 0.0% | — | ▲ 0.0 |
Availability = nuclear generating MW ÷ installed nuclear MW. "Grid tomorrow" is the day-ahead demand forecast vs the trailing-30-day norm, where a nuclear loss bites hardest. 30d Δavail is the change in the market's nuclear availability over the last 30 days.
Which market is about to be short, and by how much
Which units come off line next, when, and how much capacity is at risk by market (our sourced dates plus model projections) is part of NukeGryd Individual and up. Today's live market stress stays free.
See plansOntario (IESO) separate fleet
Ontario detailMW Offline
4,619 MW
38% of the Ontario fleet
Units Offline
7 of 16
Bruce, Darlington, Pickering
Delivering
7,489 MW
of 12,160 MW installed
Resolution
1 hour
vs. once-daily for the U.S. fleet
Ontario supply, for the northeast picture. Ontario is reported as a separate fleet and is never added into the U.S. national figures above. IESO grid-operator market data (MW delivered), not NRC percent-power.