$300B Louisiana project pipeline squeezes steel supply, H-beam lead times hit 9 months
MatthewChang · x · 2026-11-02
Industry observers report Louisiana's project pipeline has surpassed $300B, with new steel rollings allocated almost exclusively to data centers and the SpaceX Starbase site, pushing routine steel H-beam lead times to 9 months at best.
Key projects: SpaceX Starbase LA ($100B, planned), Meta Hyperion AI data center ($50B, under construction), Amazon multi-site AI data centers ($18B, under construction), Hut 8 AI data center ($10B), and Entergy's $13B power buildout for Meta, alongside multiple LNG projects. AI data center construction is now materially reshaping traditional industrial supply chains.
Related event: Louisiana's $300 Billion Project Pipeline Strains Steel Supply(2 posts)→
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