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The data center decade has arrived

Enverus

electricity markets, particularly in terms of data center capacity growth and maintenance. The ratio of growth to maintenance capex will shift significantly post-2030, making it harder for hyperscalers to expand their capacity stacks. Driven by the focus on scaling AI capabilities, the reports examine the implications for U.S.

Drivers 147
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Permian Basin Gas Production Pushes Limits – Infrastructure Expansion Needed

Rextag

Yet even with this new capacity, gas prices in the region remain unprofitable, with prices falling to zero again in late October due to maintenance work and an oversupplied market. By 2030, AI-related demand alone could require an additional 3.9 Within its first month, the pipeline reached 1.5 Bcf/d of natural gas.

Basin 40