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. PJM will see the largest share of data center growth, followed by West, ERCOT and California Independent System Operator (CAISO).

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.

Basin 52

Basin Midstream Pipeline Oil 52

Oil and Gas Investments

NOVEMBER 27, 2024

A WORLD-CLASS MINE Brazil Potash expects Autazes to produce roughly 2.4Mt of potash (MOP) once operating at full capacity enough to satisfy 20% of Brazil’s needs. What’s left is the operating license. Source: Brazil Potash Prospectus The biggest driver of worldwide potash growth is expected to be Latin America.

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