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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

US Senators Protest FERC’s El Paso Pipeline Reallocation

LCG, April 15, 2002On Tuesday the Federal Energy Regulatory Commission (FERC) will discuss reallocating El Paso Corp.s pipeline capacity, and, subsequently, four U.S. Senators have written FERC in protest.

FERCs Tuesday conference will address a proposal altering El Pasos current allocation of capacity, which was previously determined in a 1996 agreement.

Shippers complaints regarding capacity limitations on pipelines to Southern California have instigated the conference. In question are two pipelines, capable of carrying 3.3 billion cubic feet per day and connecting the California-Arizona border with production in New Mexico, Texas, and Arizona.

Republican Senators Pete Domenici, NM, Jon Kyl, AZ, Don Nickles, OK, and Larry Craig, ID, sent a letter to FERC Chairman Pat Wood III, contesting the plans on the basis that changes in the pipeline would lead to increased gas prices in New Mexico and Arizona. The two southwestern states are assured of all gas needs according the current contracts, and under the proposed plan they would have to buy on the spot market when demand exceeds the summer demand level.

FERC staff suggested limiting New Mexico and Arizona guaranteed gas supply to the level of their summer demands, which they insist will allow El Pasos system more scope.

El Pasos system is the largest interstate gas supplier to California, and many accuse limitations on capacity for the high prices of natural gas in 200 and 2001.

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