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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

Cheniere Announces Program for LNG Cargo Nominations

LCG, September 7, 2005--Cheniere Energy, Inc. announced earlier this week the activation of Cheniere's North American LNG Gateway Program by issuing a Request for Proposals (RFP) to sell to Cheniere up to 200 deliveries annually of liquefied natural gas (LNG) for the years 2008 - 2010. Cheniere's program provides global LNG suppliers a means to nominate cargoes into Cheniere's LNG receiving terminals beginning with the Sabine Pass LNG Receiving Terminal that is currently under construction in Cameron Parish, Louisiana along the Sabine-Neches Ship Channel.

The planned Sabine Pass LNG Terminal will receive LNG tankers and vaporize the LNG into natural gas. The gas from the terminal will be transported via the Cheniere Sabine Pass LNG pipeline into the natural gas transmission pipeline network serving much of the Central and Eastern United States. The terminal and related pipeline are designed with a sendout capacity of 2.6 Bcf/day in the first phase, which is scheduled to commence operations in 2008. Construction on the new LNG facility began in March 2005.

In July, Cheniere filed with the Federal Energy Regulatory Commission (FERC) a second phase for the project that would increase the sendout capacity of Sabine Pass LNG Terminal to 4 Bcf/day. According to Cheniere, the expansion could open between 2009 and 2010.

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