Forecasting the Next Wave of Data Centers and Energy Implications

Enverus Intelligence® Research identifies and forecasts the development of data center projects and their significant impact on power markets.

• More than 65,000 buildable acres acquired by data center developers potentially hosting nearly 80 GW of new electrical load.
• Notable project: Williams’ development in New Albany, Ohio, involving a 10-year power purchase agreement without CCUS, powered by gas-fired generation.
• The analysis covers implications for grid stress, capacity planning, and investment in regions including PJM and SPP.
• The CDR market shows rapid growth with BECCS accounting for 55% of volumes transacted last year, priced at $387 per tonne on average.
  This data provides critical insight into how energy transition and infrastructure development intersect with data center expansion and decarbonization efforts.