Energy Transition

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

byAmyra Mardhani

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

Amyra Mardhani

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.

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