Enverus

MARCH 11, 2025

EIRs modeling considers not only historical drivers of power demand across the Lower 48, but also variable load drivers it believes will impact the future load. GW by 2027, one of the largest data center campuses in the world. ERCOT will host the first official Stargate facility, totaling 2.2

Drivers 147

Drivers Maintenance Manufacturing Supply Chain 147

Oil Gas Leads

MARCH 8, 2025

Growing Midstream EBITDA Through Permian Expansion The Permian is a major driver of Midstream earnings growth for Phillips 66, and they expect these investments to contribute to their $1 billion Midstream EBITDA growth goal by 2027. We recognize our capital constraints.

Basin 52

Basin Midstream Pipeline Oil 52

Oil and Gas Investments

NOVEMBER 27, 2024

Source: Brazil Potash Prospectus The biggest driver of worldwide potash growth is expected to be Latin America. The biggest driver within Latin America is expected to be Brazil. from 2023 to 2027. CRU Group expects Brazil potash demand to grow at 6.8%

Casing 52

Casing Exploration and Production Royalty Transportation 52

Oil and Gas Investments

FEBRUARY 15, 2025

One big end-market for this is to power advanced driver assist systems (ADAS) that we have today. Mobileye is beginning to win next-gen deals for SuperVision, for Chauffeur (eyes-off) and for Drive (no driver) Source: Mobileye Investor Day Presentation Why is Mobileye winning? There isn’t a lot of competition. That is changing.

IT 52

IT E&A Drivers E&P 52

Oil & Gas 360º

MARCH 13, 2025

In a panel on Chinas energy future, speakers agreed that oil demand in the country, which has been the dominant driver of energy demand growth over the past two decades, will likely peak by 2027, as electric vehicle sales increase and economic activity shifts to less energy-intensive sectors.

Energy 130

Energy Energy Oil Crude Oil 130