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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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Press Release

Update report on congestion in the Texas Panhandle


LCG, February 16, 2017--LCG Consulting has updated the report on congestion in the Texas Panhandle.

The Texas Panhandle is seeing rapid wind development, as well as extensive transmission development and a possible connection to Lubbock Power & Light (LP&L).

In light of this growth, LCG is conducting ongoing modeling of the Panhandle region of Texas and is offering an 2017 UPDATE to last year’s extensive ERCOT Panhandle Renewable Energy Zone Outlook.

This UPDATE looks at three years, 2017, 2018 and 2021, and considers upgrades suggested by Sharyland Utilities.

For more in depth analysis, LCG can provide tailored datasets, such as individualized generator performance, hourly LMPs, Congestion Revenue Rights (CRRs), and much more.

Our data is crunched using 5-minute dispatch and the industry’s most sophisticated and long-standing electricity model, the UPLAN Network Power Model. We continuously sustain the most up-to-date information on every detail of the Texas grid, from transmission upgrades to gas prices, weather patterns, and more.

If you are interested in more information on LCG’s products and services, please contact us at julie.chien@energyonline.com or 650-962-9670x110.
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UPLAN-NPM
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A Battery Simulation Model
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Database of Plants, Loads, Assets, Transmission...
CAISO CRR Auctions
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