New updates have been reported about Arbor Energy.
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Arbor Energy has secured a landmark agreement to supply up to 5 gigawatts of its Halcyon modular turbines to GridMarket, positioning the company as a key capacity provider to power-hungry data centers and industrial users. Each 3D-printed turbine is designed to deliver around 25 megawatts, implying a potential order of about 200 units and, according to a person familiar with the deal, a total value in the single-digit billions of dollars.
CEO Brad Hartwig said Arbor is seeing willingness from customers to pay roughly $100 per megawatt-hour, underscoring robust pricing power amid compressed timelines and rapidly scaling demand for new electricity. Arbor plans to connect its first turbine to the grid in 2028 and ramp to more than 100 turbines per year by 2030, with a long-term goal of adding 10 gigawatts of fresh generation capacity annually.
Strategically, Arbor is leveraging rocket-derived turbomachinery and additive manufacturing to bypass bottlenecked supply chains that constrain traditional turbine makers, which Hartwig said can push delivery timelines out to 2032. By contrast, Halcyon’s machined and 3D-printed components are intended to offer faster deployment, directly targeting the urgent capacity needs of AI-driven data centers and large industrial customers.
On the fuel side, Arbor has expanded its original biomass-only concept into a more flexible platform that can run on both organic waste and natural gas, enabling broader market applicability and easing siting constraints. When operated on biomass-derived syngas with carbon capture and storage, Halcyon is designed to deliver carbon-negative power by preventing methane and CO2 that would otherwise be released from decaying organic matter.
Running on natural gas, the turbines are no longer carbon negative and some emissions persist due to upstream methane leakage, though Arbor is working with low-leak gas suppliers and maintains that capturing and sequestering CO2 remains economically attractive. Hartwig projects a pathway to less than 10 grams of CO2 per kilowatt-hour over time, far below the roughly 400 grams typical of conventional gas plants without carbon capture.
The GridMarket deal is not tied to a single feedstock, but it materially outweighs Arbor’s previously announced, smaller biomass-centric projects and effectively reorients the near-term growth story toward flexible-fuel deployments for large-scale customers. For investors and counterparties, the transaction signals commercial validation of Arbor’s technology, establishes multi-year revenue visibility, and places the company squarely in the critical path of meeting accelerating global power demand from digital infrastructure.