Screen Your Next Behind-the-Meter Power Opportunity

Quickly screen grid constraints, pipeline access and load requirements

Using Enverus PRISM®, we screened announced data center projects to identify high-probability behind-the-meter power opportunities by assessing grid limitations and nearby gas infrastructure, helping oilfield services teams accelerate disciplined go/no-go decisions.

Executive Summary

Datacenter power demand is accelerating faster than grid infrastructure can respond. With ~28.9 GW of projected demand growth through 2028 and an estimated 25% of incremental needs expected to be met via behind-the-meter (BTM) solutions, oilfield service (OFS) companies are uniquely positioned to deliver fast, portable power generation.

But one critical question remains: Which announced projects are truly viable and how do you validate that before allocating resources?

Enverus PRISM provides OFS power teams with a repeatable screening framework that moves from project announcement to infrastructure-backed feasibility in minutes. By integrating geospatial intelligence, data center load tracking, substation withdrawal capability, congestion analytics, natural gas infrastructure mapping and pricing intelligence into one platform, Enverus enables disciplined go/no-go decisions to accelerate commercial discussions.

This case study demonstrates how OFS teams can identify constrained grid environments, confirm fuel availability and prioritize high-probability BTM opportunities using a unified workflow.

Challenge

Identify data center projects where:

Future electrical load exceeds local grid withdrawal capabilities, indicating a need for alternative power solutions, and
Natural gas infrastructure is accessible nearby, enabling behind-the-meter generation opportunities.

Traditional methods of researching grid capacity, pipeline proximity, and load requirements across different systems are slow and often incomplete, leading to missed opportunities and inefficiencies in prioritizing targets.

Market Opportunity: A Narrow Window for First Movers

~28.9 GW projected U.S. data center demand growth through 2028
~1,875 MW incremental BTM demand annually
~6.1 GW of announced BTM capacity contracts to date
5–3.8x EV/EBITDA multiple expansion observed among early movers [1]

The surge in data center development nationwide is creating new power demand, especially in regions where grid capacity is constrained. For oilfield service companies, this trend represents a rapidly expanding market for natural gas-based power solutions, including:

Behind-the-meter generation where grid withdrawal falls short
Fuel supply agreements tied to large, long-duration loads
Infrastructure activation strategies using existing or expanded gas systems

Data centers increasingly seek predictable, scalable fuel sources creating a natural alignment with service providers positioned to deliver behind-the-meter solutions. As explored in the Enverus Intelligence® Research blog post, early movers in the OFS power shift are already seeing meaningful valuation expansion.

The Enverus 4-Step Go/No-Go Framework

Using Enverus PRISM, the screening workflow incorporates:

Step 1: Datacenter Mapping

Identify on a map the announced and under-construction data center projects across the U.S., including ownership, status, estimated first power date.

Step 2: Load vs. Grid Capability

For each center, summed electrical load requirements and calculated average grid withdrawal capability within a 5-mile radius. When projected load exceeds available withdrawal capability, the project is flagged as a potential BTM candidate.

Step 3: Validate Natural Gas Infrastructure

Overlay proximity to natural gas infrastructure and gather related details including pipe owner, diameter, and status.

Step 4: Pricing and Congestion Signals

Added visibility on nearby power plants, high voltage transmission lines and regional pricing signals. This creates a defensible view of whether the power gap is real, persistent and monetizable.

Example: Identifying a Constrained Data Center Opportunity

Using this methodology, the Zeus Rusk campus was identified as a high-priority BTM candidate after projected load exceeded available grid withdrawal capacity within the surrounding radius. This is why Zeus Rusk campus stands out:

Nearby natural gas pipeline access is available
Pipeline ownership and capacity indicate viability
Surrounding transmission infrastructure was overlaid
Regional pricing dynamics

Find Your Next Power Opportunity With Enverus

Within a matter of a few clicks, you can:

1. Quickly Prioritize Targets

Projects with constrained grid capacity can be identified in minutes rather than days, streamlining commercial outreach and opportunity qualification.

2. Gain Actionable Infrastructure Visibility

Gas pipeline proximity and asset details enable teams to quickly assess feasibility, reducing uncertainty in early-stage evaluations.

3. Make Integrated Decisions Backed by Enverus Data:

Access datacenter load growth
43,500+ substations analyzed
13,000+ transmission lines
70,000+ generation assets
60,000+ LMP pricing nodes
23,000+ interconnection points
20-year forward price forecasts
Natural gas infrastructure mapping
156M+ land parcels with buildability scoring

[1] OFS Power Shift | Turning Oilfield Expertise Into Data Center Energy Solutions Enverus Intelligence® Research (EIR)

Enverus Intelligence® | Research, Inc. (EIR) 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.

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