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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

SEMPRA Ready to Proceed with Cameron LNG Terminal

LCG, August 2, 2005--Sempra LNG, a unit of Sempra Energy, yesterday announced that it has executed a long-term agreement to provide Eni S.p.A. with approximately 40 percent of the capacity of Sempra LNGs proposed Cameron liquefied natural gas (LNG) receipt terminal under development near Lake Charles, Louisiana. With the agreement, Sempra now plans to commence construction of the terminal within the next two months. The project is scheduled to be completed in late 2008.

The Cameron LNG terminal is designed to have an initial processing capacity of 1.5 Bcf/day. The terminal is located along the Gulf Coast, about 15 miles south of Lake Charles and near Henry Hub. Following re-gasification, natural gas will be transported 35 miles from the terminal via the planned Cameron Interstate Pipeline to interstate and intrastate pipelines for delivery to markets throughout the Central and Eastern United States. The new, 36-inch diameter pipeline is a project of Sempra Pipelines & Storage, a unit of Sempra Energy. The Federal Energy Regulatory Commission previously granted approval to construct and operate the pipeline.

Under the agreement, Eni S.p.A. has contracted for 600 MMcf/day of capacity in the LNG terminal and the Cameron Pipeline. The 20-year agreement calls for deliveries to begin in early 2009. Eni S.p.A. is an international company based in Italy that operates in the oil, natural gas, electricity generation, petrochemicals, engineering and construction and oilfield services sectors of the energy industry.

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