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NextEra Energy and Google Collaborate on Accelerating Nuclear Power Deployment

LCG, October 28, 2025--NextEra Energy and Google yesterday announced two agreements that will help meet growing electricity demand from artificial intelligence (AI) with clean, reliable, 24/7 nuclear power and strengthen the nation's nuclear leadership. First, Google signed a new, 25-year agreement for power generated at the Duane Arnold Energy Center, Iowa's only nuclear power facility. The 601-MW boiling water reactor unit was shut down in 2020 and is expected to commence operations by the first quarter of 2029, pending regulatory approvals to restart the plant.

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Google Announces Gas-fired Broadwing Energy Project with CCS

LCG, October 23, 2025--Google announced today a first-of-its kind agreement to support a natural gas-fired power plant with carbon capture and storage (CCS). The 400-MW Broadwing Energy power project, located in Decatur, Illinois, will capture and permanently store its carbon dioxide (CO2) emissions. By agreeing to buy most of the power it generates, Google is helping get this new, baseload power source built and connected to the regional grid that supports our data centers.

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Press Release

New Analysis from LCG Consulting: Where AI is Located Matters – ERCOT 2030 Outlook

LCG, September 19, 2025--Artificial Intelligence and hyperscale data centers are not just driving unprecedented demand growth in ERCOT - they are reshaping the very dynamics of the grid.

In our latest study, we found:

  • ERCOT's 2030 peak demand forecast surged from ~86 GW in 2022 to 138 GW in 2025, with raw projections as high as 208 GW.

  • Locational siting matters: one solar project's curtailment dropped from 45.8% -> 21.5% with a substation shift, while another’s rose from 0.1% -> 15%.

  • Batteries thrive on volatility, not just high prices. Panhandle nodes with frequent swings are attractive for arbitrage.

  • Weather assumptions change everything: using 2023 profiles instead of 2013 increased unserved energy more than 10x.

  • Flat AI loads are reshaping seasonal stress — winter is no longer a "shoulder" season, but a period of peak concern.


The takeaway is clear: It's not just how much demand is added, but where and under what conditions it materializes.

We've summarized our key findings in the image below.

Summary graphic of key findings: demand growth, locational siting, battery opportunities, weather impact, and seasonal stress

For the full report, email us at info@energyonline.com.
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