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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

Reliant Takes 824 Megawatts of Capacity Offline

LCG-Nov. 5, 2003--After receiving no bids for one year's output from three generating plants it owns in California, Reliant Energy has announced it will mothball 824 megawatts of capacity.

The output of Etiwanda units 3 and 4 near Rancho Cucamonga, Mandalay unit 3 near Oxnard, and Ellwood, near Goleta, was offered at a minimum bid level of the company's cash costs. Because no bids were received, a decision was made to mothball the Southern California units until March 2005. On October 13, Reliant announced a decision to retire Etiwanda units 1 and 2, after seeking similar bids. The costs that it was seeking to cover included required environmental upgrades and forecast operating and maintenance costs of the units.

The auction was conducted as indicated in a settlement with the Federal Energy Regulatory Commission (FERC), announced in October. Reliant Energy plans to offer the capacity a second time in September 2004, and may start the units if bids at or above the projected cash costs are received.

Although Reliant submitted an offer in July to the California Independent System Operator (CAISO) for the Etiwanda units, which represent a total of 640 megawatts, to operate as reliability-must-run (RMR) units, they were not selected.
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