Our annual Global Energy Outlook highlights public infrastructure timelines continuing to lag the rapid pace of data center expansion, prompting hyperscalers to adopt behind-the-meter power solutions to accelerate availability. The outlook, published last month, summarizes our predictions on 2026 themes across energy markets, from the future of AI-driven energy demand to Permian gas supply increases. It concludes the trend to divert potential demand away from assets owned by utilities and independent power producers directly benefits oilfield services providers and midstream gas suppliers such as LBRT (Figure 1).
Shortly after the outlook’s release, LBRT announced a strategic partnership with Vantage Data Centers to deliver up to 1 GW of power generation capacity over the next five years, including 400 MW reserved for 2027. Enverus Intelligence® Research expects it to become increasingly evident in-house generation solutions offer the fastest path to first power for hyperscale campuses, creating a significant near-term opportunity for traditional oilfield services power providers.
Research Highlights:
- 2026 Global Energy Outlook – Enverus Intelligence® Research’s 2026 outlook for global oil and gas markets, the energy transition space as well as North American and international E&P activity.
- Long-Term Load Forecast – Pushing Peaks – This report encompasses our view on how exponential load drivers will impact our power demand forecasts from 2025-50.
- Biofuel Feedstocks – Go Local To Stay Viable – EIR’s assessment of how recent U.S. policy-driven feedstock restrictions affect biofuel competitiveness and which producers are best positioned to remain resilient.
- Reliability on the Edge – Fast-Tracking the Queue – We examine the market impacts of recent developments in fast-track interconnection processes in SPP, PJM and MISO.
Enverus Intelligence® | Research, Inc. is a subsidiary of Enverus that publishes energy-sector research focused on the oil, natural gas, power and renewable industries. EIR publishes reports including asset and company valuations, resource assessments, technical evaluations, and macro-economic forecasts, and helps make intelligent connections for energy industry participants, service companies and capital providers worldwide. See additional disclosures here.
