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Meta Announces Up to 6.6 GW of Nuclear Projects to Power American AI

LCG, January 9, 2026--Meta today announced new, landmark agreements that will (i) extend and expand the operation of three existing nuclear power plants and (ii) drive the development of advanced nuclear technology. Meta's new agreements with Vistra, TerraPower, and Oklo follow Meta's request for proposals (RFP) issued last month. Meta expects these projects to deliver up to 6.6 GW of new and existing clean nuclear energy by 2035.

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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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Industry News

China Considers Moving Industries From Coal to Oil Dependence

LCG, August 6, 2002-China's government may instate a major policy to change its industries' main energy source from coal to oil.

China's populated cities have made efforts recently to shift away from burning coal. Beijing, the future site of the 2008 Olymics, exemplifies this new sentiment, as various coal-burning facilities have been moved out of the city or banned. Other cities have been exploring gas and oil options in efforts to reduce the amount of air pollution.

As a percentage of total energy sources, China uses much more coal than other industrialized nations. Worldwide, coal constitutes less than a quarter of all energy. Not long ago, 75 percent of China's energy came from coal, but coal's use has most recently dropped to 70 percent.

Although China's policymakers are interested in cleaner fuels, they are cautious about moving away from a source of energy that can be mined from within China's boundaries. Switching to oil would require hundreds of millions of tons of oil to be imported and tens of thousands of workers to be laid off.

The Energy Institute of China's State Development Planning Commission has developed the policy and submitted it to the central government for consideration.

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