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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

Brazil Gives Enron, British Gas, Access to Bolivian Gas

LCG, Feb. 15, 2001Brazil's National Petroleum Agency said yesterday Enron Corp. of the U.S. and British Gas Plc would be allowed access to the Bolivia-Brazil natural gas pipeline, despite objections by the government-owned oil giant Petrobras.

The move could mean further loosening of Petrobras' control over the pipeline, which has ample unused capacity.

The national Petroleum Agency said Enron and British Gas "will be able to use the capacity of the pipeline which is not being used, compensating the operator with a tariff for distance, in order to pump up to 1 million cubic meters of gas a day each."

The addition of 2 million cubic meters (about 70 million cubic feet) will increase throughflow on the pipeline by about 29 percent, to 315 million cubic feet per day. Brazil is under pressure to make good on its agreement with Bolivia to buy up to about 1 billion cubic feet per day of Bolivian gas.

Enron will transport the gas to 12 points in Minas Gerais state and Sao Paulo state. British Gas will pump gas to eight points in Sao Paulo. Local sources say that both companies are expected to request increased volumes and that other companies may request access to the pipeline.

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