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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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Constellation Completes Acquisition of Calpine

LCG, January 7, 2026--Constellation today announced that it completed its acquisition of Calpine Corporation from Energy Capital Partners (ECP). Constellation is now the largest producer of electricity in the U.S., with electric generation facilities across the nation.

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Industry News

CA Public Utilities Commission to Issue Generator Analysis Supplement

LCG, Jan. 30, 2003-According to a California Public Utilities Commission spokeswoman, the CPUC will release a supplemental report regarding generator operations and available capacity during 2000/2001.

The Commission' is expected to present the supplement today as announced by PUC spokeswoman Terrie Prosper.

The PUC will attend to objections raised by electricity generators at the release of the initial report, which asserted that generators unnecessarily withheld electricity during the rolling blackouts of 2000 and 2001. The first report, published in September 2002, asserted that the California energy crisis could have been avoided if more plant capacity had been made available. This statement has been rigorously disputed by electricity generation companies. Generators have said the PUC report underestimates the effect of the California ISO directions to generators and overestimates power plant capacity statewide.The companies specifically under scrutiny are AES Corp., Dynegy Inc., Mirant Corp., Williams Cos., Duke Energy Corp., and Reliant Resources Inc.

Since September, Duke Energy has sent 89 requests to the PUC for report-related data, calling for the names of those who contributed to the report.

The initial report was given by former Commission president Loretta Lynch during a California senate panel hearing.
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