Data Centers at the Crossroads: Key Themes Reshaping Energy Dynamics

Data center demands have increased dramatically, placing a heavy burden on the Lower 48’s already delicate power infrastructure. Learn how the energy landscape must adapt.                      

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Data Center build out is a race that U.S. tech companies can’t afford to lose. Understanding the associated opportunities and risks requires an intimate understanding of geographical complexities, generation asset availability and infrastructure required, all within a certain time frame. Most load growth estimates on the street are missing or overlooking some of these game changing factors.
Morgan Kwan, Director, Enverus Intelligence® Research
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Differentiators for 2024 Intelligence Outlook
Solution Benefits, Key Supporting Features
What Content to Expect?
General EIR Customer Quotes
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Differentiators for 2024 Intelligence Outlook

The Energy Transition “Realm of Coverage” in This Edition:

  • All-encompassing energy coverage: Data centers, bitcoin mining and oil field electrification are a few examples of the large loads altering our energy use. Energy Transition Research (ETR) utilizes a holistic approach to marry these demands with ensuring a reliable, secure and cleaner energy future. 
  • Leverage industry-wide relationships: ETR frequently engages in discussions with significant stakeholders throughout the broad energy sector. This ongoing interaction enables ETR analysts to refine their forecasting by considering their customer’s viewpoint as well as strategic industry movements. 
  • Subject matter experts with diverse industry experience: The ETR team is comprised of experts with diverse backgrounds beyond just finance, including engineering, geology and data science. They bring unique analyst perspectives to this report.   
  • Forecasts and modelling built from the ground up: ETR’s models and forecasts are based on analysis from the industry’s most advanced dedicated energy SaaS platform.  
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Solution Benefits, Key Supporting Features

  • Understand Power Demands and Priorities: Grasp how evolving load drivers will shape power demand in L48 zones and the adaptive strategies and technologies for consistent energy supply. 
  • Discover Growth Opportunities:  Identify prime locations for data centers and large loads. Analyze cost estimates for new infrastructure development.  
  • Navigating Carbon Capture to Meet Targets: The ETR team is comprised of experts with diverse backgrounds beyond just finance, including engineering, geology and data science. They bring unique analyst perspectives to this report.   
  • Forecasts and modelling built from the ground up: Dive into the pivotal role of carbon capture in achieving emission reduction goals amid surging energy requirements.  

What Content to Expect?

Overview of EIR Load Forecasts:

  • Discover the critical importance of precision in modeling every electron and the impact of grid dynamics.
  • Explore historical trends and key variables that will shape future energy forecasts.
  • Identify which emerging industrial drivers will significantly influence energy projections.

Data Center Outlook and IPP Expectations:

  • Learn how data center operators secure continuous power supply and necessary redundancies.
  • Understand how advancements in chip technology are enabling larger and more efficient data centers.
  • Grasp the accelerating demand for computing power expected over the next decade.

Role of Carbon Capture Storage:

  • Explore how carbon capture, utilization and storage (CCUS) meets EPA’s stringent emission reduction mandates.
  • Analyze the economic factors determining the viability of CCUS to meet growing power needs.
  • Discover optimal locations for CCUS technology to strategically position future data centers.
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What Are EIR Customers Saying About Us?

We went back to the EIR report, found the math, found the whole thing explained. I actually didn't think it was correct at first because it's so outlandish, but yes, it is correct, and I think EIR is the only research that we have access to that covers such a narrow topic it is incredible to the small industry.
Anne Cameron, Co-Head U.S. Equities, Hartree
The Enverus team is incredibly accessible. I always get quick responses and valuable feedback. When I have questions, I appreciate their hands-on approach in assisting me. As someone who had limited knowledge of reservoir engineering, we previously relied on consulting services for their interpretation of specific areas of interest. The Enverus and EIR team helped me get up to speed in learning and navigating the system, ultimately enhancing how I address investor inquiries.
Justin Teague, Principal Financial Analyst, DT Midstream
The fact that the biggest operators cite Enverus in their earnings charts speaks to the relevance of their data. It's a testament to the value they provide to the industry.
Thomas Green, Senior Marketing Analyst, Tenaris

The views expressed are solely those of the customer, who represents a current client of Enverus and Enverus Intelligence Research, Inc. The speaker received a gift of appreciation and was not obligated to provide, nor compensated for, the views expressed. Investment advisory products and services, including the research services reference in this case study, are provided by Enverus Intelligence Research, Inc., a registered foreign investment advisor and subsidiary of Enverus. Visit www.Enverus.com/disclosures for additional information. 

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