2027 Drivers Supply Chain 
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
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. SUPPLY CHAINS ARE NOT YOUR FRIEND Mobileye identified they had an inventory problem in late-2023. We still believe that 2027 is really the right timing for introduction of these systems. The longer story is why.
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