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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

Santee Cooper's Cross Unit 3 Approaches Testing and Commercial Operations

LCG, October 18, 2006--Santee Cooper plans to initiate testing next week of its new, 600-MW electric generating unit at the Cross Generating Station, which is located about 50 miles northwest of Charleston, South Carolina. Commercial operations are expected to commence on January 1, 2007.

The new unit, Unit 3, is a coal-fired unit like the existing two units that have a combined capacity of 1,160 MW. Another 600-MW unit is under construction and is scheduled to commence operations in January of 2009. The estimated costs of Unit 3 and Unit 4 are $675 million and $755 million, respectively. Santee Cooper is also planning another coal-fired plant (Pee Dee Unit 1), which is scheduled for operations in 2012.

The new coal plants represent a return to building coal-fired electric generating stations rather than gas-fired, combined cycle units in the Southeast. With relatively rapid customer growth rates and a long-term perspective, Southeast utilities are planning to build a number of new coal plants. For example, Florida Power and Light (FPL) recently announced plans to construct the Glades Power Park, a coal-fired electric generating facility to be sited in Glade County, Florida. The proposed plant would consist of two units, each with a capacity of 980-MW. The schedule calls for Unit 1 to be operational in 2012 and Unit 2 in 2013.

A group of community-owned, power entities recently filed for a certificate of need determination with the Florida Public Service Commission (FPSC) in order to construct an 800-MW, coal-fired power plant in Taylor County, Florida. The project, named the Taylor Energy Center, is estimated to cost $1.5 billion and scheduled to be completed in 2012.

Seminole Electric Cooperative, Inc. also plans to build a 750-MW coal-fired plant in Putnam County, Florida that is scheduled to commence operations on May 1, 2012. The power from the new plant is needed to meet the growing electric load of Seminole's ten member cooperatives.

Furthermore, there is the joint development project between Southern Company and Orlando Utilities Commission to construct a new, advanced integrated gasification combined cycle (IGCC) facility at the Stanton Energy Center.
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