Post by Energy Aspects

Data centres are the biggest structural story in US energy right now, and it runs through power and gas at the same time. The load surge is landing unevenly across ISOs, moving prices and spreads. As the grid tightens, developers go off grid to dedicated gas plants. We estimate that adds 2bcf/d of behind-the-meter gas demand by 2030. The two are linked. Understanding demand patterns reveals grid pressures and accelerating gas needs. We've released proprietary timeseries for both: - Data centre capacity and demand by ISO and zone. - Behind the meter gas burn by state and build status. Now traders and analysts can see, in detail, where the regional pressure is building. Request a demo of the North America power service: https://ow.ly/1AE850ZollZ #EnergyAspects #PowerMarkets #DataCentres #CommodityTrading