2027 Natural Gas Supply Chain 
Enverus
MARCH 11, 2025
If you are a believer in the gigawatt scale data center story, you should have long exposure to data center supply chain equities where ~$30B/GW will flow into high margin businesses, compared to ~$2B/GW in energy. GW by 2027, one of the largest data center campuses in the world.
Rextag
MARCH 3, 2025
The company aims to boost daily oil and gas production to between 2.3 Several new major oil and gas projects are set to launch by the end of 2027. ExxonMobil continues prioritizing oil and gas expansion, increasing their fossil fuel production capacity. million and 2.5 million barrels per day by 2030.
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