Right now: Some sources could not be fully checked; anything missing will appear once they are. Last full check Nov 11, 2026, 21:04 UTC.
Sources
| Source | What we use it for | How we read it | Excerpts | Status | Last checked |
|---|---|---|---|---|---|
| Release and regulator indexes read for new documents (the feeds listed on the coverage page) | company statement | Each registered RSS/Atom index is polled with conditional requests; an unseen item's page is fetched once from an allowed host, normalised to plain text and stored as an immutable snapshot with its content hash. Mirrored copies of one release are read once; every 6h with the pipeline; per-feed cursor with a lookback overlap; bounded, jittered backoff after a failure | One short attributed sentence per statement, with a link to the original page | On schedule | Nov 11, 2026, 21:04 UTC |
| Regulator, government, developer and customer statements named in the Project Ledger | company statement | Only the exact https URLs named in the brand's project dossiers (Federal Register notices, DOE pages, SEC filings, developer and customer releases); HTML normalised to plain text (scripts, styles and markup removed), stored as an immutable snapshot with its content hash; redirects to another site and pages over 3 MB refused; every 6h with the pipeline, one request at a time per host | One short attributed quotation (under ~50 words) per statement, with a link to the original page | Partly checked | Nov 11, 2026, 21:14 UTC |
| U.S. Securities and Exchange Commission (EDGAR) | regulatory filing | EDGAR submissions API (data.sec.gov/submissions/CIK##########.json) for Form 8-K, 8-K/A, 6-K and Form D/D-A; 8-K primary document and EX-99.1 press release fetched as HTML and normalised to plain text; Form D structured XML (primary_doc.xml) rendered as a fixed-format record; every 6h, ≤5 req/s, declared User-Agent with contact address, backoff on 403/429 | Short attributed excerpts + link to the filing | On schedule | Nov 11, 2026, 21:08 UTC |
| U.S. Department of the Treasury, Bureau of the Fiscal Service (USAspending.gov) | government award | USAspending API v2 search/spending_by_award (contracts A-D and grants 02-05) by recipient name; only exact recipient-name matches kept; each award stored as a fixed-format text record; every 6h, ≤5 req/s | Award fields quoted verbatim + link to the award page; obligated amounts labelled as obligations, not revenue | On schedule | Nov 11, 2026, 21:08 UTC |
Project sources and their health
The publishers we read for the Project Progress Ledger. The date shown is the last successful check only; a failed attempt is never shown as a check.
| Publisher | Whose account it is | Jurisdiction | How we read it | Health | Last successful check |
|---|---|---|---|---|---|
| SEC EDGAR current reports of covered companies | Company reported | Not specific | Every 8-K and 6-K (and press-release exhibit) the collector stores. A release furnished to the SEC remains a company claim. | Checked successfully | Nov 11, 2026, 21:08 UTC |
| Federal Register (Nuclear Regulatory Commission notices) | Regulator issued | United States: federal (NRC) | Public domain US government work, read through the Federal Register's public API feed. Notices only; dockets on ADAMS are not read. | Checked successfully | Nov 11, 2026, 21:04 UTC |
| General Fusion | Company reported | Not specific | Company newsroom feed. Short attributed quotations only, linked to the original page. | Checked successfully | Nov 11, 2026, 21:04 UTC |
| X-energy | Company reported | Not specific | Company newsroom feed. Short attributed quotations only, linked to the original page. | Checked successfully | Nov 11, 2026, 21:04 UTC |
Projects we maintain, by technology
- Fusion: Orion
- Advanced nuclear: Hermes 2 Demonstration Plant, Long Mott Generating Station, Aurora-INL powerhouse, Natrium Kemmerer Unit 1
- Next-generation geothermal: Cape Station
- Long-duration storage: no maintained projects yet
- Grid and enabling infrastructure: no maintained projects yet
Statements the desk held back
A statement is published only when its exact words are found in the source and it belongs to a project we maintain. These did not pass, and why.
- Nov 11, 2026, 21:17 UTC · Held for another check · Cape Station
“Capacity in operation reached 36 megawatts, up from 3 megawatts at the end of Q2, while capacity under construction now stands at 466 megawatts, encompassing GeoBlocks 2 through 11.”
Says "under construction" of Cape Station without naming a unit; a unit's status is never applied to the whole project. SEC EDGAR current reports of covered companies ↗
- Nov 11, 2026, 21:17 UTC · Held for another check · Cape Station
“Cape Google 400 incorporates the Company’s 3.0 well design, with longer laterals, larger-diameter casing, and a deeper target depth than Cape Phase I, engineered to increase power output per well while reducing installed cost per kilowatt.”
Says "installed" of Cape Station without naming a unit; a unit's status is never applied to the whole project. SEC EDGAR current reports of covered companies ↗
- Nov 11, 2026, 21:17 UTC · Held for another check · Cape Station
“The plant is now in its early operations phase, exporting test energy to the grid, and GeoBlock 3 is close behind in cold commissioning, where Fervo is testing all of the mechanical and electrical systems prior to introducing brine.”
Says "exporting test" of Cape Station without naming a unit; a unit's status is never applied to the whole project. SEC EDGAR current reports of covered companies ↗
- Nov 11, 2026, 21:17 UTC · Held for another check · Cape Station
“Net income reflected $15.4 million of interest income and two non-recurring items: an $11.8 million non-cash gain on interest rate swaps and a $29.9 million tax benefit from tax credits earned as Cape Phase I assets were placed in service.”
Says "placed in service" of Cape Station without naming a unit; a unit's status is never applied to the whole project. SEC EDGAR current reports of covered companies ↗
- Nov 11, 2026, 21:17 UTC · Held for another check · Cape Station
“In connection with this agreement, Fervo progressed construction across Cape Station GeoBlocks 4 through”
Names units not on record (GeoBlock 4); held until they are. SEC EDGAR current reports of covered companies ↗
- Nov 11, 2026, 21:17 UTC · Held for another check · Cape Station
“"In the third quarter, Cape Station achieved a major milestone, reaching first power and contractual commercial operation," said Tim Latimer, CEO and Co-founder of Fervo.”
Says "first power" of Cape Station without naming a unit; a unit's status is never applied to the whole project. SEC EDGAR current reports of covered companies ↗
- Nov 11, 2026, 21:17 UTC · Held for another check · Cape Station
“"In the third quarter, Cape Station achieved a major milestone, reaching first power and contractual commercial operation," said Tim Latimer, CEO and Co-founder of Fervo.”
Says "commercial operation" of Cape Station without naming a unit; a unit's status is never applied to the whole project. SEC EDGAR current reports of covered companies ↗
- Nov 11, 2026, 21:17 UTC · Held for another check · Cape Station
““Reaching commercial operations at Cape Station is both a huge milestone for Fervo, and a turning point for the entire energy industry," said Tim Latimer, CEO and Co-Founder of Fervo Energy.”
Says "commercial operations" of Cape Station without naming a unit; a unit's status is never applied to the whole project. SEC EDGAR current reports of covered companies ↗
- Nov 11, 2026, 21:17 UTC · Held for another check · Cape Station
“Cape Station synchronized to the grid on September 24 and declared commercial operation just six days later on”
Says "synchronized to the grid" of Cape Station without naming a unit; a unit's status is never applied to the whole project. SEC EDGAR current reports of covered companies ↗
- Nov 11, 2026, 21:17 UTC · Held for another check · Cape Station
“Cape Station synchronized to the grid on September 24 and declared commercial operation just six days later on”
Says "commercial operation" of Cape Station without naming a unit; a unit's status is never applied to the whole project. SEC EDGAR current reports of covered companies ↗
- Nov 11, 2026, 21:17 UTC · Held for another check · Cape Station
“HOUSTON — October 1, 2026 — Fervo Energy (Nasdaq: FRVO), a global pioneer of next-generation geothermal energy, today announced that its first power plant at Cape Station in Beaver County, Utah, has reached commercial operation, making it the first greenfield enhanced geothermal ”
Says "first power" of Cape Station without naming a unit; a unit's status is never applied to the whole project. SEC EDGAR current reports of covered companies ↗
- Nov 11, 2026, 21:17 UTC · Held for another check · Cape Station
“HOUSTON — October 1, 2026 — Fervo Energy (Nasdaq: FRVO), a global pioneer of next-generation geothermal energy, today announced that its first power plant at Cape Station in Beaver County, Utah, has reached commercial operation, making it the first greenfield enhanced geothermal ”
Says "commercial operation" of Cape Station without naming a unit; a unit's status is never applied to the whole project. SEC EDGAR current reports of covered companies ↗
- Nov 11, 2026, 21:17 UTC · Held for another check · Cape Station
“Fervo Energy Declares Commercial Operation at Cape Station Ahead of Schedule, Leading the Race for Next Generation Geothermal”
Says "Commercial Operation" of Cape Station without naming a unit; a unit's status is never applied to the whole project. SEC EDGAR current reports of covered companies ↗
- Nov 11, 2026, 21:17 UTC · Held for another check · Cape Station
“On October 1, 2026, Fervo Energy Company (the "Company") issued a press release announcing commercial operation at Cape Station (the "press release").”
Says "commercial operation" of Cape Station without naming a unit; a unit's status is never applied to the whole project. SEC EDGAR current reports of covered companies ↗
- Nov 11, 2026, 21:16 UTC · Held for another check · Cape Station
“In connection with the PPA, the Company has also agreed to offer Google a capacity expansion option of approximately 600 MW at Cape Station, such that total contracted enhanced geothermal capacity would be not less than approximately 950 MW, with a guaranteed commercial operation”
Says "commercial operation" of Cape Station without naming a unit; a unit's status is never applied to the whole project. SEC EDGAR current reports of covered companies ↗
- Nov 11, 2026, 21:16 UTC · Held for another check · Cape Station
“Fervo's second phase of development at Cape Station, 400 megawatts across eight 50-megawatt GeoBlocks, continues to advance toward its 2028 delivery date, building on the lessons of Phase I. This expansion incorporates the Company's 3.0 well design, with longer laterals and large”
Says "installed" of Cape Station without naming a unit; a unit's status is never applied to the whole project. SEC EDGAR current reports of covered companies ↗
- Nov 11, 2026, 21:16 UTC · Held for another check · Cape Station
“Expect total capital expenditures of approximately $850.0 to $900.0 million in the second half of 2026, in line with previously disclosed expectations, reflecting continued construction activity at Cape Station as well as broader pipeline development activities, including long-le”
Says "continued construction" of Cape Station without naming a unit; a unit's status is never applied to the whole project. SEC EDGAR current reports of covered companies ↗
- Nov 11, 2026, 21:16 UTC · Held for another check · Cape Station
“Advanced Cape Station Phase I toward commercial operation, achieving mechanical completion on”
Says "mechanical completion" of Cape Station without naming a unit; a unit's status is never applied to the whole project. SEC EDGAR current reports of covered companies ↗
- Nov 11, 2026, 21:16 UTC · Held for another check · Cape Station
“Advanced Cape Station Phase I toward commercial operation, achieving mechanical completion on”
Says "commercial operation" of Cape Station without naming a unit; a unit's status is never applied to the whole project. SEC EDGAR current reports of covered companies ↗
- Nov 11, 2026, 21:16 UTC · Held for another check · Cape Station
“Cape Station Phase II, a 400-megawatt expansion comprising eight 50-megawatt GeoBlocks, represents Fervo’s go-forward design and commenced construction in the first quarter of 2026.”
Says "commenced construction" of Cape Station without naming a unit; a unit's status is never applied to the whole project. SEC EDGAR current reports of covered companies ↗
- Nov 11, 2026, 21:16 UTC · Held for another check · Cape Station
“During the quarter, the Company completed its largest zipper completion operation to date, during which the Company simultaneously stimulated six wells on a single pad, providing efficiency improvements that increased the number of stages stimulated per day while continuing to lo”
Says "installed" of Cape Station without naming a unit; a unit's status is never applied to the whole project. SEC EDGAR current reports of covered companies ↗
- Nov 11, 2026, 21:16 UTC · Held for another check · Cape Station
“During the quarter, the Company completed its largest zipper completion operation to date, during which the Company simultaneously stimulated six wells on a single pad, providing efficiency improvements that increased the number of stages stimulated per day while continuing to lo”
Says "first power" of Cape Station without naming a unit; a unit's status is never applied to the whole project. SEC EDGAR current reports of covered companies ↗
- Nov 11, 2026, 21:16 UTC · Held for another check · Cape Station
“Commenced construction of Cape Station Phase II in Q1 2026, which is expected to deliver approximately”
Says "Commenced construction" of Cape Station without naming a unit; a unit's status is never applied to the whole project. SEC EDGAR current reports of covered companies ↗
- Nov 11, 2026, 21:16 UTC · Held for another check · Cape Station
“We completed the largest primary energy and power IPO in recent memory, raising $2.2 billion to accelerate our multi-gigawatt development pipeline and near-term execution at Cape Station, the world’s largest enhanced geothermal project, which is on track for first power in Q4 202”
Says "first power" of Cape Station without naming a unit; a unit's status is never applied to the whole project. SEC EDGAR current reports of covered companies ↗
Known blind spots
We read the publishers listed above and nothing else. A project announced only in a paywalled outlet, a local permitting portal, a regulator outside those listed or a language other than English may be missing or late. A quiet period on this site means no change was found in these sources; it is not a statement about the whole field.
Companies
| Company | Listing | What we follow | Developments | Latest |
|---|---|---|---|---|
| Fervo Energy | Nasdaq FRVO | SEC filings (8-K) and US federal awards | 44 | Nov 9, 2026 |
| X-energy | Nasdaq XE | SEC filings (8-K) and US federal awards | 25 | Aug 20, 2026 |
| Oklo | NYSE OKLO | SEC filings (8-K) and US federal awards | 19 | Sep 10, 2026 |
| Helion Energy | Private | SEC filings (8-K) and US federal awards | 13 | Jun 16, 2026 |
| Eos Energy Enterprises | Nasdaq EOSE | SEC filings (8-K) and US federal awards | 11 | Nov 4, 2026 |
| Centrus Energy | NYSE LEU | SEC filings (8-K) and US federal awards | 10 | Nov 4, 2026 |
| NANO Nuclear Energy | Nasdaq NNE | SEC filings (8-K) and US federal awards | 9 | Oct 2, 2026 |
| General Fusion | Nasdaq GFUZ | SEC filings (8-K) and US federal awards | 8 | Nov 10, 2026 |
| Terra Innovatum | Nasdaq NKLR | SEC filings (8-K) and US federal awards | 8 | Oct 23, 2026 |
| Energy Vault | NYSE NRGV | SEC filings (8-K) and US federal awards | 7 | Nov 10, 2026 |
| Fluence Energy | Nasdaq FLNC | SEC filings (8-K) and US federal awards | 7 | Oct 30, 2026 |
| Deep Fission | Nasdaq FISN | SEC filings (8-K) and US federal awards | 5 | Oct 20, 2026 |
| BWX Technologies | NYSE BWXT | SEC filings (8-K) and US federal awards | 4 | Nov 4, 2026 |
| GE Vernova | NYSE GEV | SEC filings (8-K) and US federal awards | 4 | Oct 28, 2026 |
| NuScale Power | NYSE SMR | SEC filings (8-K) and US federal awards | 4 | Nov 5, 2026 |
| Constellation Energy | Nasdaq CEG | SEC filings (8-K) and US federal awards | 3 | Nov 9, 2026 |
| Ormat Technologies | NYSE ORA | SEC filings (8-K) and US federal awards | 3 | Nov 4, 2026 |
| Quaise Energy | Private | SEC filings (8-K) and US federal awards | 2 | Sep 3, 2026 |
| Radiant | Private | SEC filings (8-K) and US federal awards | 2 | Dec 30, 2025 |
| Commonwealth Fusion Systems | Private | SEC filings (8-K) and US federal awards | 0 | Date not stated |
| Form Energy | Private | SEC filings (8-K) and US federal awards | 0 | Date not stated |
| Sage Geosystems | Private | SEC filings (8-K) and US federal awards | 0 | Date not stated |
| Zap Energy | Private | SEC filings (8-K) and US federal awards | 0 | Date not stated |
| TerraPower | Private | US federal awards only | 21 | May 23, 2026 |
| Kairos Power | Private | Project records only | 15 | Sep 21, 2026 |
Not covered (yet)
Non-US registries, patents, academic papers, conference talks, private funding rounds that aren’t filed with the SEC, and companies whose frontier-energy work is a small part of a larger business. If we add any of these, they’ll appear here first.
Ask for a company
We add a company when its records can be followed reliably and it develops, designs, finances, buys from or materially supplies a fusion, advanced nuclear, next-generation geothermal or long-duration storage project. The projects we maintain are listed by technology, with an explicit empty state where we maintain none.
Request coverage