Upcoming Webinar

On-demand Webinar

Follow the Load: Where Data Centers Will Need Your Gas

Thursday, December 3, 2026
10:00 AM | Central Time

Webinar details

Overview

Data center developers are racing to secure power, and many are turning to natural gas to get there. But announced projects far outnumber the ones with a credible path to power, and most developers are expected to pursue behind-the-meter generation that never shows up in a grid queue.

Join Enverus Intelligence® Research analysts and platform experts for a market-forward look at where data center load is forming and where natural gas will be needed. Designed for midstream executives, business development, and commercial teams, this session separates the projects that are real from the ones that are merely announced, then shows how to apply that screening in the platform.

Key takeaways and Q&A covered

  • Load is forming in specific places. Where data center demand is concentrating, and which markets sit closest to your gas footprint.
  • Not every announced project is real. What separates a bankable project from a speculative one, including deliverability, completion probability, substation headroom, and a credible path to offtake.
  • Behind-the-meter changes the supply picture. How to identify likely gas demand from developers building their own power, and where that creates contracted offtake opportunities.
  • Interconnection is narrowing the pipeline. How processes like ERCOT’s Batch Zero screen out speculative load, and which gas-fired generation projects are best placed to capture the growth.
  • Screening should be repeatable. How a team goes from market view to project shortlist without weeks of manual research.

 

Plenty of people are talking about data center load. What sets this analysis apart is what sits behind it. Project and developer data is tracked continuously, so you see where things stand today instead of a consultant’s one-time scoping that goes stale. Interconnection and congestion data is viewed across the whole system, not through the narrow lens of a point solution. And with gas and power in one view alongside the infrastructure you already run, there is no manual joining of competing data sets between the market picture and the decision.

Join us on December 3 to see which data center projects are worth building your gas strategy around.

Speakers

Thomas Mulvihill, Analyst, Power Markets at Enverus

Thomas Mulvihill

Research Analyst, Enverus Intelligence® Research

Thomas Mulvihill is a Research Analyst on the Enverus Intelligence® Research team, having joined Enverus in January 2025. Based in Calgary, Thomas supports coverage across the Lower 48, with a focus on power market research, long-term load forecasting, and battery energy storage systems (BESS). He brings a strong quantitative background to his work, leveraging modeling and analytical approaches to help clients navigate evolving power markets and storage-driven opportunities. Thomas earned a degree in Applied Mathematics and Computer Engineering from Queen’s University in 2024.

Thomas Popa

Thomas Popa

Research Associate, Enverus Intelligence® Research

Thomas Popa joined the Enverus Intelligence® Research team as an associate on the AI Infrastructure team in May 2026, focusing on data center and neocloud economics and the valuation of large-load infrastructure. Thomas holds a degree in Mathematics and Economics from the University of British Columbia. With a solid foundation in quantitative modeling and economic analysis, Thomas is passionate about using data to explain how AI-driven load growth is reshaping the power sector.

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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