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Cape Station GeoBlock 2: exporting test energy (company reported)

“GeoBlock 2 has achieved grid sync and is in its early operations phase, delivering test energy to the grid.”

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Cape Station GeoBlock 2: synchronised to the grid (company reported)

“GeoBlock 2 has achieved grid sync, a major milestone, which marks the end of hot commissioning.”

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Cape Station GeoBlock 3: mechanically complete (company reported)

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Fervo Energy Company

“Houston, TX - November 9, 2026 - Fervo Energy Company (“Fervo” or the “Company”) (NASDAQ: FRVO), global pioneer of next-generation geothermal energy, today reported financial and operational results for the third quarter ended September 30,…”

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Cape Station GeoBlock 2: commercial operation targeted for Jan 1, 2027

“GeoBlocks 2 and 3 remain on schedule and are expected to achieve commercial operation by January 1, 2027, which will complete Cape Station”

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Cape Station GeoBlock 3: cold commissioning (company reported)

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Cape Station GeoBlock 3: commercial operation targeted for Jan 1, 2027

“GeoBlocks 2 and 3 remain on schedule and are expected to achieve commercial operation by January 1, 2027, which will complete Cape Station”

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Cape Station GeoBlock 1: GeoBlock 1 net output at commercial operation (company-reported) and Phase I configuration (commercial operation)

“Cape Station's Phase I comprises approximately 100 MW across three 33-megawatt GeoBlocks. The first GeoBlock produced 33 MW of net power production, showing even in these early stages the GeoBlock is performing to expectations.”

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Cape Station GeoBlock 1: Revenue being generated under Fervo's PPA from GeoBlock 1 (offtaker not named) (supply under contract started)

“First GeoBlock reaches contractual commercial operation date (COD) and is generating revenue under the terms of Fervo’s Power Purchase Agreement (PPA)”

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Cape Station: commercial operation targeted for Jan 1, 2027

“Commissioning continues at the remaining two Phase I GeoBlocks, which are expected to reach contractual COD by January 1, 2027. The next phase, an additional 400 MW, is already under construction, with an expected COD in 2028.”

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Fervo Energy Declares Commercial Operation at Cape Station Ahead of Schedule, Leading the Race for Next Generation Geothermal

“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 t…”

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Cape Station GeoBlock 1: GeoBlock 1 declared commercial operation (one of three Phase I GeoBlocks; one day before its contractual COD) (commercial operation)

“Cape Station synchronized to the grid on September 24 and declared commercial operation just six days later on September 30, one day before its contractual COD.”

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Cape Station GeoBlock 1: GeoBlock 1 (33 MW) synchronized to the grid (synchronised to the grid)

“Cape Station synchronized to the grid on September 24 and declared commercial operation just six days later on September 30, one day before its contractual COD.”

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Cape Station: 396 MW PPA for the Cape Station EGS GeoCluster expansion (expected online 2028), with an option for about 600 MW more (agreement signed)

“today announced a 396-megawatt (MW) power purchase agreement (PPA) with Google to enable the continued development of the Cape Station enhanced geothermal systems (EGS) GeoCluster, expected to come online in 2028.”

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Fervo Energy and Google Sign 396 MW PPA

“HOUSTON, September 1, 2026 (GLOBE NEWSWIRE) – Fervo Energy (Nasdaq: FRVO), a global pioneer of next-generation geothermal energy, today announced a 396-megawatt (MW) power purchase agreement (PPA)”

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Long Mott Generating Station: Plant configuration as described by the NRC: four Xe-100 reactors, 800 MW thermal (design disclosed)

“The facility, designated as LMGS, would be an 800 megawatts-thermal nuclear power plant comprising four X-Energy, LLC (X-energy) Xe-100 small modular high-temperature gas-cooled reactors and associated common facilities in Calhoun County, T…”

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Long Mott Generating Station: NRC notices the mandatory (uncontested) hearing on the construction permit application, set for September 22, 2026 (application still under review) (application accepted for review)

“The U.S. Nuclear Regulatory Commission (NRC) is providing public notice of an uncontested hearing on a construction permit application from Long Mott Energy, LLC (LME) for construction of the Long Mott Generating Station (LMGS), a four reac…”

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Cape Station: Aggregate count: 79 of 80 government permits and approvals needed for Phase I commercial operation received, one still in process (company-reported) (permission issued)

“As of the date of this filing, 79 out of 80 governmental permits and approvals necessary to commence commercial operations at Cape Station Phase I have been received, with the remaining permit in process.”

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Cape Station: Phase II PPAs with SCE and Clean Power Alliance, including expansions (384 MW combined); Fervo discloses its transmission rights cover only the original contracts (agreement signed)

“This capacity is sufficient to meet the obligations under our original PPAs with Southern California Edison (SCE) and Clean Power Alliance (CPA), but is insufficient to support the full 384 megawatts of combined contracted capacity with the…”

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Long Mott Generating Station: DOE approves ARDP continuation application: budget period extended through March 2027 (closed)

“X-energy has received formal approval of its ARDP continuation application for a budget period extension through March 2027.”

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Long Mott Generating Station: Master Project Development Agreement with Dow, continuing the 2023 joint development agreement (agreement signed)

“During the year ended December 31, 2025, the Company entered into the Master Project Development Agreement (“MPDA”) with Dow, which is a continuation of the project under the previously existing joint development agreement with Dow entered …”

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X-energy Reports Second Quarter 2026 Results

“ROCKVILLE, Md., August 13, 2026 – X-Energy, Inc. (Nasdaq: XE) (“X-energy” or the “Company”), a leading designer of advanced nuclear reactor technology and manufacturer of nuclear fuels, today announced second quarter 2026 financial results …”

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Long Mott Generating Station: Additional ARDP allocation to X-energy: selected, but subject to a contract modification and continuation approvals (amount not stated) (conditional)

“While we have been notified that we were selected to receive an additional amount under the ARDP, any increase in the amount allocated to X-energy remains subject to execution of a subsequent contract award modification to the ARDP Agreemen…”

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Long Mott Generating Station: commercial operation targeted for Date not disclosed

“The Dow project’s Construction Permit Application is anticipated to be received in the first quarter of 2027, following which construction can commence, and its commercial operations date is expected to be in the early 2030s.”

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Long Mott Generating Station: Funding responsibility for building the plant: Dow funds it and is eligible for 50% ARDP reimbursement (announced)

“Finally, for the construction of the Xe-100 plant, Dow is responsible for the funding of the Xe-100 plant at the Seadrift site and is eligible to receive 50% reimbursement for this funding through the ARDP program.”

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Long Mott Generating Station: permission issued targeted for Q1 2027

“a wholly owned subsidiary of Dow, filed a Construction Permit Application (“CPA”) with the NRC in March 2025 which was docketed in May 2025 for an 18-month review period with an expected review completion by late 2026 and receipt of the CPA…”

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