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Babcock & Wilcox Selects Siemens Energy to Supply Steam Turbine Generator Sets for Massive Applied Digital Data Center Power Project

LCG, January 8, 2026--Babcock & Wilcox (B&W) announced today that it has selected Siemens Energy to provide steam turbine generator sets for B&W’s groundbreaking project to install and deliver one GW of power for an Applied Digital AI Factory. B&W and Siemens have entered into an agreement for a limited notice to proceed to secure the turbine sets, which will enable B&W to deliver power for the project by the end of 2028. The estimated cost of the project is approximately $2 billion. The full contract release is expected in the first quarter of 2026.

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Constellation Completes Acquisition of Calpine

LCG, January 7, 2026--Constellation today announced that it completed its acquisition of Calpine Corporation from Energy Capital Partners (ECP). Constellation is now the largest producer of electricity in the U.S., with electric generation facilities across the nation.

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Industry News

Business Group Supports New Wisconsin Transmission Line

LCG, Jan. 3, 2001A group called Wisconsin Manufacturers & Commerce yesterday urgedfor approval of a new electric transmission line through the northern part of the state, saying the new facilities were necessary to ensure adequate energy for Wisconsin homes and businesses.

The Arrowhead-Weston line has drawn fire from farmers whose land it would cross and environmentalists despite annual summer power shortages in the state. The line is planned so that more electric power can be imported from Minnesota and Canada.

Eric Borgerding, the group's director of legislative relations, said failure to approve the line "couldcondemn Wisconsin workers and their families to years of economic darkness."

That may be a stretch, but Borgerding noted that "Despite aggressive conservation efforts, our state's electricity usage continues to grow at a rate of 3 percent per year. At times when electricity is in greatest demand, our undersized, aging transmission system simply can't keep up."

For the past three years, Wisconsin industries have been subjected to voluntary load curtailment, when large customers with interruptible contracts reduce usage in order to relieve strain of the power system. "In the thirty years since we built our last major power line, our transmission system that bringsenergy into Wisconsin has become clogged, choking off the lifeblood of our economy," Borgerding said.

"Growth in this demand is an undeniable fact. We cannot wait for promised new technologies wehope will meet our energy needs some time down the road. We cannot conserve our way out of thisproblem. We cannot build enough windmills, assuming there is no local opposition, to even comeclose to meeting our electricity demand growth. We cannot sit by and discuss 'preferred' alternativesto Arrowhead-Weston that have not been proposed and have no sponsors. We cannot becomeCalifornia," he concluded.

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