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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

What can ERCOT expect in 2017? Two new studies published


LCG, February 27, 2017--Growth in ERCOT is an active area of research and debate for all Texas stakeholders. The region is undergoing unprecedented wind and solar development, billions of dollars in transmission upgrades, and the proposed integration with Lubbock Power & Light.

LCG Consulting has published two reports using its premiere grid modeling software, UPLAN, to model ERCOT in 2017 with 5-minute dispatch:

ERCOT 2017 Outlook Report. Outlines future operation of the ERCOT nodal market, including Locational Marginal Prices (LMPs), load zone prices, hub prices and expected congestion.

ERCOT Q1 Resource Adequacy Report. Investigates the operational implications of strained network conditions in the ERCOT market.

These two reports oversee generation mix, discuss whether prices will remain relatively low compared to past years, how different zones compare, and what kind of congestion and curtailment stakeholders can expect and where it can be expected.

For more in depth analysis, LCG can provide tailored datasets, such as individualized generator performance, hourly prices, and much more.

LCG performed these studies using 5-minute dispatch and the industry’s most sophisticated and long-standing electricity model, the UPLAN Network Power Model. LCG has been modeling energy systems for more than 30 years and continuously sustains the most up-to-date information on every detail of the Texas grid, from minor and major transmission upgrades to gas prices and weather patterns.

For more information on LCG’s products and services, contact Julie Chien at julie.chien@energyonline.com
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