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Domino refinery expansion
OWNERAmerican Sugar Refining, Inc. (ASR Group)
LOCATIONArabi, St. Bernard Parish, Louisiana
VALUE$785M (total); $200M+ Phase 1
CONTRACTORNo general contractor/EPC named in sources. Eustis Engineering is named as geotechnical engineer ("Project Lafitte" — subsurface exploration, foundation recommendations, pile driveability) per eustiseng.com/domino-sugar-chalmette-refinery. (TYLin appears tied to a separate, unrelated project, not this modernization.)
SIGNALPhase 1 groundbreaking held 2026-05-05; NOLA reports "Construction on the new building is already underway, with completion of the first phase expected in 2028." Phase 1 = a ~40,000 sq ft process/filtration building.
WHY NOWThis is a live, funded, mid-construction $785M industrial (sugar) modernization in St. Bernard Parish where only geotech (Eustis) has surfaced publicly — a BD person at a process-mechanical, MEP, structural steel, or industrial GC firm should call ASR Group's Chalmette facilities/capital-projects team now to get on the bid list for the remaining Phase 1 process building and the multi-phase pipeline running through 2028.
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Illinois water pipeline (30-mile)
OWNERDuPage Water Commission (owner-operator), partnered with the WaterLink communities of Montgomery, Oswego and Yorkville, IL
LOCATIONNaperville (start) to Montgomery, Oswego, Yorkville, Kendall County (served communities); route also crosses DuPage/Will/Kane jurisdictions, Illinois
VALUE~$400M
CONTRACTORNo single EPC/GC — design-bid-build across 12 contract packages. Program manager & construction observation: Burns & McDonnell (burnsmcd.com). Construction engineering for Section 2 (6 mi of 54-in main), $4.5M MSA awarded 2025-08-12: Bowman Consulting Group (bowman.com).
SIGNALWaterLink Partnership held official groundbreaking on 2026-06-10; construction "kicked off in December 2025" and is scheduled for completion in 2028 (Burns & McDonnell / Chicago Construction News). Bowman construction-engineering award for Section 2 dated 2025-08-12.
WHY NOWConstruction is live on a $400M / 30-mile, up-to-54-in transmission main split into 12 design-bid-build packages through 2028 — BD teams (tunneling, large-diameter pipe, HDD, electrical/river/rail crossings) should call Burns & McDonnell (program manager) and the DuPage Water Commission now, since remaining packages are being bid out sequentially rather than under one prime.
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Yondr / JK Land Holdings Virginia data center
OWNERYondr Group and JK Land Holdings, LLC (JV entity: Yondr JK 1, LLC)
LOCATIONAshburn, Loudoun County, Virginia
VALUE$715,000,000 (senior secured notes issued; no total project capex disclosed)
CAPACITY48 MW (financed building); 96 MW two-building campus; 336 MW total planned incl. 240 MW pipeline on adjacent parcel
CONTRACTOR— not yet named · window open
SIGNAL$715M senior secured notes (6.875%, due 2031) priced June 25, 2026 to finance construction of the 48MW turnkey data center on a 14.3-acre Loudoun County site (DCD, 2026-06-25). Construction already underway: second building's first 12MW reached ready-for-service Dec 17, 2025, "due to become fully operational in 2026" (Yondr press release, 2025-12-17); building broke ground Feb 12, 2024 (Yondr press release).
WHY NOWFresh $715M just closed on an active 48MW build with 240MW more in the pipeline and no publicly-named GC/EPC — MEP and specialty contractors should call Yondr's Northern Virginia project team now, while capital is committed and the adjacent-parcel expansion is still unawarded.
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Delfin Midstream floating LNG (Delfin LNG)
OWNERDelfin Midstream Inc. (Houston-based developer/operator)
LOCATIONLouisiana
VALUE$5B (first FLNG vessel FID); Samsung Heavy EPCI contract ~$2.9B
CONTRACTORSamsung Heavy Industries leads EPCI (~$2.9B); Black & Veatch is key subcontractor for topsides engineering, procurement & commissioning (Air Products PRICO liquefaction). Sources: Delfin GlobeNewswire release, Offshore Magazine.
SIGNAL$5B Final Investment Decision reached and announced 2026-06-03; construction contracts executed with Samsung Heavy Industries (EPCI, ~$2.9B) and Black & Veatch — moves project from engineering into execution/construction.
WHY NOWFID just closed (June 3, 2026) on the first US floating LNG export vessel — Samsung Heavy holds the EPCI prime and Black & Veatch the topsides package, so specialty MEP, marine/offshore installation, and topsides fabrication subcontractors should be calling Black & Veatch and Delfin's project team NOW to capture the first-of-three-vessel package before scopes lock ahead of 2030 first production.
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DataBank DFW data center (financing)
OWNERDataBank (Dallas-based data center operator/developer; owner-operator of the Red Oak campus)
LOCATIONRed Oak (DFW / south of Dallas), Ellis County, Texas
VALUE$1.45B financing across 2 deals ($800M corporate revolver + $650M Red Oak construction-financing upsize); brings total Red Oak campus construction financing to $2.65B (upsize of the $2.0B closed April 2026)
CAPACITY60 MW incremental IT capacity funded by the June upsize (4th building); Red Oak campus total 480 MW across 292 acres / 8 planned two-story facilities; first phase DFW9/DFW10/DFW11 = 180 MW / ~600,000 sq ft; served by a 400 MW Oncor substation
CONTRACTORYates Construction (W.G. Yates & Sons) — GC for DFW10, a two-story 425,000 SF / 60 MW building (confirmed on wgyates.com project page). Rogers-O'Brien Construction — GC for DFW9 and DFW11 (per theaiconsultingnetwork.com CRE analysis and R-O's mission-critical portfolio listing r-o.com/portfolio/mission-critical/183). NOTE: DataBank press release does not name any contractor; GC attributions are from the builders' own/secondary sources.
SIGNALDataBank press release (June 15, 2026): closed $650M upsize of its existing $2.0B Red Oak construction financing to fund construction of the campus's 4th building, adding 60 MW; the original $2.0B construction loan (closed April 21, 2026) funds the first three buildings (DFW9/10/11), which are actively under construction with GCs engaged (Yates on DFW10 per wgyates.com) and the first building expected operational before year-end 2026 — proving the project is in active construction, not planning.
WHY NOWA BD person should call DataBank's Red Oak project team and GCs Yates Construction (DFW10) and Rogers-O'Brien (DFW9/DFW11) now — the June 15 financing close funds an immediate 4th building (60 MW) on an actively-building 8-building campus, so MEP/electrical/mechanical/liquid-cooling and specialty subcontract packages for the next building are being awarded this quarter.
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Commonwealth LNG
OWNERCommonwealth LNG (a Caturus company); equity partners include Mubadala Energy, Kimmeridge, CPP Investments, BlackRock, and Ares
LOCATIONCameron, Cameron Parish, Louisiana
VALUE$13B (project cost; $9.75B project financing closed at FID)
CONTRACTORTechnip Energies — full EPC for six liquefaction trains using SnapLNG by T.EN (source: Technip Energies press release, ten.com, 2026-05-15)
SIGNALFID reached and Full Notice to Proceed (FNTP) on the EPC contract issued to Technip Energies on 2026-05-15, "enabling Technip Energies to transition from initial activities to full execution of the project"; $9.75B project financing closed at FID
WHY NOWFID and full NTP just cleared (May 2026) so Technip Energies now controls a $13B, six-train modular build — BD teams at MEP, civil, fabrication, and specialty subcontractors should be calling Technip Energies procurement now, before the module and long-lead packages lock, targeting 2030 startup.
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Applied Digital $5.2B AI data center deal
OWNERApplied Digital Corporation (APLD)
LOCATIONHarwood, Cass, North Dakota
VALUE~$5B total contracted lease revenue over ~15 yrs (official APLD/CNBC figure; the "$5.2B" appears only in a MarketScreener headline). Underlying Polaris Forge 2 build previously announced at ~$3B / 280MW phase.
CAPACITY200 MW critical IT load leased (phase 1); 1 GW total campus capacity; 800 MW first-right-of-refusal expansion. ABB electrification scope cited at 300 MW.
CONTRACTORNot confirmable on a fetched page. ABB is the named electrification partner — "low and medium-voltage electrical architecture" plus HiPerGuard UPS for the 300MW campus (datacenterdynamics.com, Nov 14 2025) — but this is an electrical-equipment/architecture supplier, not the EPC/GC. No GC/EPC name could be verified on any reachable page (ENR article, which reportedly names McGough Construction/Century Builders/MBN Engineering, returned HTTP 403 and was not fetchable).
SIGNALLease executed Oct 22, 2025 with a U.S.-based investment-grade hyperscaler for 200 MW at "Polaris Forge 2 Campus currently under construction near Harwood, North Dakota" (Applied Digital IR / GlobeNewswire, Oct 22 2025). Campus broke ground Sept 2025; "initial 200 MW are phased within two buildings expected to begin to come online in 2026 and reach a total of 200 MW in 2027." Financing confirmed: Macquarie Asset Management second draw of $787.5M (Nov 2025), with $450M allocated to Polaris Forge 2.
WHY NOWA live, financed, under-construction 1 GW AI campus with a signed 200 MW hyperscaler lease and Sept-2025 groundbreaking means data-hall fit-out, mechanical/electrical, and commissioning trades are being awarded now — BD teams at MEP, switchgear, cooling, and modular-build subcontractors should be calling Applied Digital's Polaris Forge 2 construction group and ABB (named LV/MV electrical partner) this quarter.
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Cypress Creek Arkansas solar+storage
OWNERCypress Creek Energy (acquired the late-stage project from Swift Current Energy in March 2026)
LOCATIONWilson (Town of Wilson), Mississippi County, Arkansas
VALUE$3.5 billion (Phase 1 & 2 financing close); Phase 3 up to $1.5 billion additional
CAPACITY1,630 MW (1.63 GW) solar + 1.9 GWh battery storage (Phases 1-2); 2.45 GW solar + 2.9 GWh storage at full three-phase buildout
CONTRACTORMoss (solar contractor) — "The Steel River Energy Center, which is utilizing construction firm Moss as its solar contractor" (renewableenergyworld.com, 2026-06). No overall EPC named in the financing press release.
SIGNALFinancial close on Phase 1 and Phase 2 of the Steel River Energy Center announced June 11, 2026 — $3.5B in financing to support construction and long-term operation. Project is under construction with Phase 1 first power expected early 2028 and all three phases online by mid-2029; Cypress Creek acquired it as a "late-stage development project / under-construction project" from Swift Current Energy in March 2026.
WHY NOWFinancial close just cleared (June 11, 2026) on a 1.63 GW solar / 1.9 GWh BESS build with ~700 site jobs and first power targeted early 2028 — call Cypress Creek Energy (owner) and solar contractor Moss now for BESS integration, MEP, civil, structural steel, and O&M subcontracting scopes before Phase 1 procurement locks.
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Spearmint Energy Texas BESS
OWNERSpearmint Energy
LOCATIONTexas City, Galveston County, Texas
VALUE~$450,000,000 (total project financings secured; $225M construction facility + ~$126M ITC transfer + $96M preferred equity)
CAPACITY300 MW / 600 MWh
CONTRACTORM.A. Mortenson Company (Minneapolis) — named across three independent sources; ess-news.com: "Red Egret is the fourth Spearmint project built by M.A. Mortenson Company"; energy-storage.news: "construction on the project, by ... EPC firm Mortenson has begun." Battery supplier: Sungrow USA (PowerTitan 2.0 platform).
SIGNALFinancing close: Spearmint secured ~$450M in project financings for the Red Egret 300MW/600MWh BESS, announced May 21, 2026 ($225M construction facility from First Citizens Bank/Investec/Nord LB/East West Bank + ~$126M ITC transfer + $96M Nuveen preferred equity). Energy-Storage.News: "construction on the project, by engineering, procurement, and construction (EPC) firm Mortenson has begun." ess-news: "Construction has already begun."
WHY NOWCall M.A. Mortenson's Texas BESS project team now — Red Egret is a live, financed, under-construction 300MW/600MWh site targeting COD within months, so MEP/electrical/civil/interconnection subcontractor scopes are being awarded this quarter.
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Colorado developer data center campus north of Austin
OWNERRowan Digital Infrastructure (Denver/Colorado-based; backed by Blackstone and Quinbrook)
LOCATIONTemple, Bell County, Texas
VALUE$3B debt financing secured for the campus; Phase 1 minimum investment ~$700M; all three planned Temple campuses could total ~$2.1B
CAPACITY300 MW
CONTRACTORHITT Contracting Inc. (general contractor) — reported by Connect CRE ("Rowan Closes on 3rd Temple Data Center Deal") and Low Voltage Nation, which state Rowan "recently ramped up work at the Temple site with general contractor HITT Contracting Inc." Note: HITT named in trade press, not in Rowan's own press releases.
SIGNALRowan broke ground on the 707-acre "Project Temple" campus in early January 2026 (Rowan press release "construction begins," Jan 5, 2026; DCD "Rowan starts work on 300MW data center in Temple," Jan 6, 2026), then on May 27-28, 2026 closed nearly $3B in green debt (construction) financing to fund the build — the largest transaction in company history. Substantial completion targeted 2027.
WHY NOWFinancing just closed on an active 300 MW / ~1M SF greenfield build with HITT already mobilized — the moment for MEP, low-voltage, and specialty subcontractors to call HITT Contracting (and Rowan) is now, before the 2027 completion trade packages lock, and this is the first of three Temple campuses so the same relationships carry forward.
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Pennsylvania nuclear plant restart (DOE loan)
OWNERConstellation Energy Generation, LLC (Constellation Energy Corporation)
LOCATIONLondonderry Township, Dauphin County, Pennsylvania
VALUE~$1.6 billion total restart investment (~$1,916/kW); partially financed by a $1 billion DOE Loan Programs Office loan closed Nov 18, 2025
CAPACITY835 MW
CONTRACTOR— not yet named · window open
SIGNALPhysical restart work underway ahead of schedule: per Constellation's newsroom, 200+ full-time employees hired, the main office building fully restored, control-room simulator/training-center enhancements nearly complete, and rigorous inspections performed on the steam generator, main generator, rotor, turbines, feedwater heaters and condensers; the contract for three new main power transformers ($35M, delivery 2026) has been awarded. DOE closed a $1B loan to finance the restart on November 18, 2025.
WHY NOWCall Constellation's Crane restart project team or PA building-trades signatory contractors now: the DOE loan closed Nov 18, 2025, 200+ workers are already on site, and major equipment packages (transformers awarded, turbine/generator overhaul, cooling-tower internals) are actively being procured for a 2027 restart — the EPC/engineering and specialty-mechanical scope is being awarded in this window.
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Micron New York megafab
OWNERMicron Technology
LOCATIONClay, Onondaga, New York
VALUEUp to $100 billion (project); up to $6.4B CHIPS Act direct funding across NY/ID/VA sites; up to $5.5B NY Green CHIPS incentives
CONTRACTORBechtel — engineering, procurement and construction (EPC) partner for Phase 1, announced June 10, 2026 (Bechtel press release; Construction Dive). Site enabling/preconstruction: Gilbane Building Company (preconstruction contract Aug 2025, ~680-acre site prep).
SIGNALBechtel named EPC contractor for Phase 1 on June 10, 2026 and "will mobilize immediately at the Clay, New York, site" (Construction Dive / Bechtel press release). Physical construction already underway: January 2026 groundbreaking, Phase 1/2 tree clearing completed March 2026, first concrete pour targeted September 2026; Fab 1 operations target 2030.
WHY NOWA $100B, four-fab megafab just handed Bechtel the Phase 1 EPC award with immediate mobilization — MEP, cleanroom, and specialty subcontractors should be calling Bechtel's Clay project procurement now, before the first-fab package awards lock in ahead of the 2030 operations deadline.