Babcock & Wilcox Signs 1 GW Data Center Power Deal With Applied Digital

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• エネルギー2026/09/23@EnergyDesk

  Babcock & Wilcox Closes $230 Million Stock Offering

  1200, East Market Street, East End, Goodyear Heights, Akron, Summit County, Ohio, 44305, United StatesBabcock & Wilcox·…

  

  開始 2026/05/18確定確度 87%128 日前Stated as done in the release datelined "AKRON, Ohio – May 18, 2026", which "announced today the closing of its previously announced underwritten public offering"; the 8-K says "The Offering was consummated on May 18, 2026."^[1]

  B&W sold 12.4 million new shares at $18.50 each, raising about $230 million with the underwriters' extra shares, and Applied Digital bought about 540,500 of them. The money is meant to expand steam turbine and boiler production for AI data centre power plants.

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• エネルギー2026/09/23@EnergyDesk

  Base Electron's 1.2 GW Gas Plant for Applied Digital Goes Online

  Babcock & Wilcox·…Center, Oliver County, North Dakota, United States

  開始 2030/12/31延期2 年遅れ確度 76%4.3 年後A target year, per bismarcktribune.com^[1]: Base Electron's Tyler Hammond said that if the permit is approved "construction would commence in the second quarter of 2027 and the plant would be operational in 2030"; a year alone is dated to its last day.

  The 1,200 MW gas-fired plant Babcock & Wilcox is building for Base Electron near Center, North Dakota, to power Applied Digital's AI data centres is now due to run in 2030, after B&W first promised power by the end of 2028.

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• エネルギー2026/09/23@EnergyDesk

  Babcock & Wilcox Gets Go-Ahead on $2.4B Base Electron Power Plant

  Babcock & Wilcox·…Center, Oliver County, North Dakota, United States

  開始 2026/03/04 11:30確定確度 87%203 日前Stated as done, per babcock.com^[1]: "(AKRON, Ohio - March 4, 2026) - Babcock & Wilcox ... announced today that it has received full notice to proceed on a $2.4 billion design-build agreement"; the Business Wire copy on Yahoo Finance is timestamped 11:30 UTC.

  Babcock & Wilcox received full notice to proceed on a $2.4 billion design-build contract with Base Electron, an Applied Digital-backed power producer, for 1.2 GW of gas-fired boiler and steam turbine capacity to supply Applied Digital AI Factory campuses.

  $2.4B

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• エネルギー2026/09/23@EnergyDesk

  Babcock & Wilcox Picks Siemens Energy Turbines for Applied Digital Plant

  Babcock & Wilcox·…Center, Oliver County, North Dakota, United States

  開始 2026/01/08 11:11確定確度 85%258 日前Stated as done, per babcock.com^[1][6]: "(AKRON, Ohio - January 8, 2026) - Babcock & Wilcox ... announced today that it has selected Siemens Energy"; the Business Wire copy on Yahoo^[2][5] Finance is timestamped 11:11 UTC.

  Babcock & Wilcox chose Siemens Energy to supply the steam turbine generator sets for its one-gigawatt Applied Digital power project, under a limited notice to proceed it said would let it deliver power by the end of 2028.

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• エネルギー2026/09/23@EnergyDesk

  Babcock & Wilcox Orders 20 Siemens Steam Turbines for Data Center Power

  Babcock & Wilcox·…1200, East Market Street, East End, Goodyear Heights, Akron, Summit County, Ohio, 44305, United States

  開始 2026/08/11 10:30確定確度 86%43 日前Stated as done, per babcock.com^[1][4]: "(AKRON, Ohio - August 11, 2026) - Babcock & Wilcox ... announced today that it has signed an agreement with Siemens Energy to commence work on 20 ... steam turbine generator sets"; the Business Wire copy on Yahoo^[2] Finance is timestamped 10:30 UTC.

  Babcock & Wilcox signed for Siemens Energy to start work on 20 steam turbine generator sets of 50 MW each, 1 GW in all, for its FastPower data-centre program, on top of the turbines already ordered for the Applied Digital project.

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• エネルギー2026/09/23@EnergyDesk

  Babcock & Wilcox Reports Q2 2026 Results and Raises EBITDA Target

  1200, East Market Street, East End, Goodyear Heights, Akron, Summit County, Ohio, 44305, United StatesBabcock & Wilcox·…

  

  開始 2026/08/10 20:25確定確度 84%44 日前Stated as firm: the release is datelined "(AKRON, Ohio – August 10, 2026)" with no clock time, and the Form 8-K furnishing it (Item 2.02) shows "Accepted 2026-08-10 16:25:32" (ET) on SEC^[4][5] EDGAR, so the pin is timed to 4:25 p.m. ET (20:25 UTC), just before the "Monday, August 10, 2026 at 5 p.m. ET" call.

  Revenue rose 130% to $319.7 million, $100.7 million of it from the Base Electron data-centre power project, and B&W swung to a $14.3 million net profit. It raised the top of its 2026 adjusted EBITDA target range to $105 million.

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• エネルギー2026/09/23@EnergyDesk

  B&W Joins TerraSpark's 1.6 GW Coal Plant Project in West Virginia

  Babcock & Wilcox·…Grant County, West Virginia, United States

  開始 2026/06/08 10:30確定確度 84%107 日前Stated as done, per B&W's release "(AKRON, Ohio – June 8, 2026)": "today announced it is collaborating with TerraSpark^[5] in support of its planned energy generation project in West Virginia"; the Business Wire copy on Yahoo Finance is timestamped 2026-06-08T10:30:00Z (6:30 a.m. ET).

  Babcock & Wilcox is collaborating with TerraSpark on the TerraSpark Energy Campus near the Mount Storm power complex in Grant County, West Virginia, with an expected scope of four 400 MW supercritical boilers, full emissions controls and construction. The campus pairs a 1.6 GW coal plant with Mantel's carbon capture.

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• エネルギー2026/09/23@EnergyDesk

  B&W and Denham Capital Partner to Repower Coal Plants for Data Centers

  Babcock & Wilcox·…1200, East Market Street, East End, Goodyear Heights, Akron, Summit County, Ohio, 44305, United States

  開始 2025/09/10 10:30確定確度 89%昨年Stated as done, per B&W's release "(AKRON, Ohio – September 10, 2025)": "announced today the signing of a strategic partnership agreement with Denham Capital's^[4] Sustainable Infrastructure arm"; the Business Wire copy on Yahoo Finance is timestamped 2025-09-10T10:30:00Z (6:30 a.m. ET).

  Babcock & Wilcox and Denham Capital's Sustainable Infrastructure arm will jointly convert existing coal-fired plants, largely to natural gas, to power data centres in the US and Europe. B&W supplies the engineering and technology; Denham leads development and financing. No plant is named yet, so the pin sits at B&W's Akron headquarters.

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• エネルギー2026/09/23@EnergyDesk

  B&W Gets Go-Ahead to Supply SolveBright Carbon Capture to a US Power Plant

  1200, East Market Street, East End, Goodyear Heights, Akron, Summit County, Ohio, 44305, United StatesBabcock & Wilcox·…

  

  開始 2025/12/08 11:30確定確度 82%289 日前Stated as done, per B&W's release "(AKRON, Ohio – December 8, 2025)": "announced today that it has received limited notice to proceed"; the Business Wire copy on Yahoo Finance is timestamped 2025-12-08T11:30:00Z (6:30 a.m. ET).^[1]

  Babcock & Wilcox received a limited notice to proceed on engineering and long-lead purchasing for a SolveBright CO2-capture system at an unnamed existing US power plant, sized to capture more than 550,000 tons a year. The full contract, expected by March 2026, is worth an estimated $80 million; the plant is not named, so the pin sits at B&W's Akron headquarters.

  $80M

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• エネルギー2026/09/23@EnergyDesk

  B&W Starts Work on $130 Million Air Quality Project at a US Coal Plant

  Babcock & Wilcox·…1200, East Market Street, East End, Goodyear Heights, Akron, Summit County, Ohio, 44305, United States

  開始 2026/09/10 10:30確定確度 80%13 日前Stated as done, per B&W's release "(AKRON, Ohio – September 10, 2026)": "announced today that it has received a limited notice to proceed (LNTP)"; StockTitan's copy of the Business Wire release is stamped 06:30 AM ET and MT Newswires reported it at 07:04 AM EDT.^[1]

  Babcock & Wilcox received a limited notice to proceed on an approximately $130 million air quality control project for an unnamed US coal-fired power plant, starting engineering and long-lead purchasing, with its construction arm expected to install it. The plant is not named, so the pin sits at B&W's Akron headquarters.

  $130M

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• エネルギー2026/09/23@EnergyDesk

  Babcock & Wilcox Reports Q1 2026 Results, Revenue Up 44%

  Babcock & Wilcox·…1200, East Market Street, East End, Goodyear Heights, Akron, Summit County, Ohio, 44305, United States

  開始 2026/05/11 10:04確定確度 85%135 日前Stated as firm: the release is datelined "(AKRON, Ohio – May 11, 2026)" with no clock time; the Form 8-K furnishing it (Item 2.02) shows "Accepted 2026-05-11 06:04:10" (ET) on SEC^[4][5] EDGAR and Yahoo^[6] Finance reports shares "surged more than 11% in premarket trading on Monday", so the pin is timed to 06:04 ET (10:04 UTC), ahead of the "Monday, May 11, 2026 at 5 p.m. ET" call.

  First-quarter revenue rose 44% to $214.4 million and adjusted EBITDA rose 296% to $16.1 million, while $81.8 million of non-cash warrant and stock costs left a $79.6 million net loss. Backlog stood at $2.7 billion and the pipeline passed $14 billion.

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• エネルギー2026/09/23@EnergyDesk

  Babcock & Wilcox Reports Q4 and Full-Year 2025 Results

  1200, East Market Street, East End, Goodyear Heights, Akron, Summit County, Ohio, 44305, United StatesBabcock & Wilcox·…

  

  開始 2026/03/04 11:40確定確度 86%203 日前Stated as firm: the release is datelined "(AKRON, Ohio – March 4, 2026)" with no clock time, and the Form 8-K furnishing it as Exhibit 99.1 shows "Accepted 2026-03-04 06:40:37" (ET) on SEC^[3][4][5] EDGAR, so the pin is timed to 06:40 ET (11:40 UTC); the call to discuss it came later, on "Monday, March 16, 2026 at 5 p.m. ET".

  Fourth-quarter revenue was $161.0 million and adjusted EBITDA $16.4 million, and full-year 2025 adjusted EBITDA rose 107% to $43.7 million. Backlog reached $2.8 billion with the $2.4 billion Base Electron AI data-centre power project announced the same morning.

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