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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

Rockies Express Pipeline Clears Hurdle

LCG, March 1, 2006--Kinder Morgan Energy Partners, L.P. (KMP) and Sempra Pipelines & Storage, a unit of Sempra Energy, yesterday announced that they have received binding, firm shipper commitments to support proceeding towards construction on the $4 billion Rockies Express Pipeline project, which is designed to transport natural gas east from gas production fields in the Rockies to markets in the upper Midwest and Northeast. The two companies plan to file an application in May for regulatory approval.

The Rockies Express Pipeline project is designed to provide 1.8 Bcf/day of new pipeline capacity to transport gas produced in Wyoming and Colorado to eastern markets. The 1,323-mile, 42-inch diameter pipeline will extend from the Cheyenne Hub in Weld County, Colorado to the Clarington Hub in Monroe County, Ohio. The proposed pipeline will include over 25 interconnects to intrastate and interstate pipelines.

The project plan calls for the pipeline to be built in phases, with the last phase scheduled for completion by June 2009, given timely regulatory approvals.

KMP owns two-thirds of the equity in the project, and Sempra Pipelines & Storage owns the other one-third interest. The operator of the Rockies Express will be KMP.

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