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DOE Announces Site Selection for Energy Infrastructure and AI Data Centers on Federal Lands

LCG, July 24, 2025--The U.S. Department of Energy (DOE) today announced the next steps in the Trump administration’s plan to accelerate the development of AI infrastructure by using Federal lands to lower energy costs and help power the global AI race, as previously outlined in President Trump’s Executive Orders on Accelerating Federal Permitting of Data Center Infrastructure, Deploying Advanced Nuclear Reactor Technologies for National Security, and Unleashing American Energy.

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Enbridge Announces 600-MW Solar Project in Texas to Power Meta Data Center Operations

LCG, July 22, 2025--Enbridge Inc. (Enbridge) today announced that it has reached a final investment decision on the Clear Fork solar project located near San Antonio, Texas. Meta Platforms, Inc. (Meta), has signed a long-term contract for all of the renewable power generated from the 600-MW project.

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Industry News

Coal Prices May Feel Upward Pressure

LCG, Feb. 14, 2003--Following a decrease in capacity among coal companies due to low demand, coal-burning power producers who have let their own inventories shrink could spur price increases when demand returns.

Electricity produced from coal makes up 52% of the U.S.'s energy, yet power producers may have tried to realize savings by skimping on purchases. No concrete numbers are available, but some coal producers believe that the much cold winter now in progress has the potential to cause dangerously low inventories, especially if deliveries to power plants are delayed for any reason. The Energy Information Administration has estimated that the size of coal piles will contract by 5 million tons in the first quarter of the year.

In addition to the incentive of savings, sporadic coal purchases by power producers have likely been caused by lowered credit ratings and less favorable credit terms in the wake of the Enron scandal. Those contracts that have been signed recently have generally been shorter than before, in the range of one to three years in some cases rather than ten to fifteen years.
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