Energy Transition

Hidden in Plain Sight | Forecasting the Next Wave of Data Centers

byAmyra Mardhani, Enverus Intelligence® | Research (EIR) Contributor

Where are data centers getting built? Who owns land locked up and where? These are common questions we are getting from clients. Case in point: Williams’ recent development in New Albany, Ohio, grabbed headlines, potentially powering a massive behind-the-meter gas-fired power project, operating without CCUS, under a 10-year power purchase agreement. Using Enverus Intelligence® Research’s (EIR) proprietary parcel and load tracking analytics, we previously identified land purchases by a likely partner involved in the Williams project (Figure 1).

We have identified more than 65,000 buildable acres already acquired by data center developers and their subsidiaries across the Lower 48. These plots are strategically placed, high-capacity sites that could host nearly 80 GW of new load. And that’s just what we can see coming.

We break down where that acreage is, who’s behind it and what it means for power markets from PJM to SPP. If you want to know where the next data center megaproject is likely to land — and what that means for grid stress, capacity planning and investment — it’s all here.

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. 

Picture of Amyra Mardhani, Enverus Intelligence® | Research (EIR) Contributor

Amyra Mardhani, Enverus Intelligence® | Research (EIR) Contributor

Amyra joined the Enverus Intelligence® Research team, focusing on Energy Transition Research, in September 2024. She studied Business Analytics at the University of Calgary and brings nearly two years of experience in investment management from the private wealth industry. With a strong background in data analysis and financial insights, Amyra is passionate about leveraging data to support strategic decisions in the evolving energy sector.

Subscribe to the Enverus Blog

A weekly update on the latest “no-fluff” insight and analysis of the energy industry.

Related Content
Enverus Intelligence® Research Press Release - Opening New Mexico’s Delaware Basin and the potash problem palliated
Energy Market Wrap
ByEnverus

BP simplifies structure, Devon targets Delaware, LNG expands and power demand drives new infrastructure investment across energy markets.

Enverus Intelligence® Research Press Release - Until LNG demand arrives, natural gas expected to struggle at $3
Energy Market Wrap
ByEnverus

BP leadership shift, Post Oak divestitures, Canadian growth, Chevron’s Vaca Muerta plan and LNG momentum drive this week’s Energy Market Wrap.

Enverus Press Release - Modeling EPA’s new Subpart W revision and the super-emitter wild card
Trading and Risk
ByChris Griggs

Modernize decision-making with a unified trading workflow platform that reduces operational drag and speeds insight-to-action.

Enverus Intelligence® Research Press Release - Haynesville operators calculate remaining growth
Business Automation
ByEnverus

Compress hours of bid comparison into a focused, AI-assisted session. Instant Analyst is now live in Enverus RFx for upstream sourcing teams.

Enverus Press Release - Lessons learned from Eaton and the risk of wildfires spread by transmission lines
Energy Market Wrap
ByEnverus

Oxy resets strategy, Cheniere advances LNG expansion, and upstream deals and OFS pricing gains shape this week’s Energy Market Wrap.

Global gas, LNG, Haynesville and Permian outlooks reveal key trends in production, pricing and infrastructure expansion
Power and Renewables
ByFrancesca Costello

Data center developers are actively exploring how to close the power gap that grid interconnection queues have created. With timelines stretching five years or more, behind-the-meter natural gas generation has emerged as one of the most commercially viable near-term options for AI-scale facilities. But...

Northern Bets On Canada with Parallax Stake
Analyst Takes News Release
ByAndrew Dittmar

Enverus analysts break down Northern Oil and Gas’ Parallax stake and what it reveals about cross-border capital flows and Canada’s competitive energy assets.

Enverus Intelligence® Research Press Release - Haynesville operators calculate remaining growth
Trading and Risk
ByChris Griggs

Transform spreadsheets and scripts into resilient systems with workflow automation in trading for better visibility and governance.

Enverus Press Release - Alternative fuels M&A focus turns from policy boosts to business resilience
Energy Transition
ByCarson Kearl, Enverus Intelligence® Research (EIR) Contributor

Examining NextEra-Dominion utility merger load growth assumptions, demand scenarios and potential regulatory hurdles.

Let’s get started!

We’ll follow up right away to show you a quick product tour.

Let’s get started!

We’ll follow up right away to show you a quick product tour.

Sign up for our Blog

Ready to Subscribe?

Ready to Get Started?