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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

Easily Recoverable Appalachian Coal Expected to Last 20 Years

LCG, Mar. 29, 2002--A study conducted by the U.S. Geological Survey over six years concludes that 11 percent of the substantial coal reserves in Appalachian states can be recovered economically with current technology.

Technological advances have increased the amount of recoverable coal, but Leslie Ruppert, who led the study, said that the coal accessible to mining using present techniques may be exhausted within two decades. Beyond the 7.3 billion short tons considered recoverable, Ruppert said, "today, it is coal quality, and not coal quantity, that controls coal pruduction in the Appalachian basin." Of the coal that is not economically viable today, disadvantages include high sulfur content, and seams that are thin or deep underground.

Bill Raney, with the West Virginia Mining Association said, "right now, we're mining coal seams we passed over years ago. I've got a lot of hope in technology." Raney said that the value of coal would impact the amount recovered. Northern Appalachia coal that is high in sulfur content cannot be used under clean air standards, but funding for clean coal technologies that might allow burning of higher sulfur content coal is being considered by Congress.

Approximately 40 percent of national coal production is located in the Appalachian basin, and coal is used to produce about half of national electric generation.
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