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The Enverus Innovation Underground series, hosted by Enverus Intelligence® Research Analyst Graham Bain, features in-depth discussions with industry leaders pioneering the adoption of cleaner energy solutions, including CCUS, hydrogen, geothermal, direct lithium extraction and more.
Data center growth driven by AI and hyperscalers is accelerating power demand at an unprecedented pace. While demand is massive, access to reliable, scalable generation is the true constraint. Interconnection queues, equipment lead times and grid congestion are redefining how projects get built and financed.
In this session, Graham is joined by Carson Kearl to break down what data center developers actually need: certainty of load, speed to energization and firm, dispatchable power. The discussion connects those requirements to the subsurface, exploring how geothermal and natural gas with CCS can help meet rising demand while navigating interconnection and infrastructure bottlenecks.
Topics covered:
The scale of hyperscaler load growth and its impact on power markets
Why time-to-power is now a core economic driver
Interconnection queues, equipment delays and grid congestion
Behind-the-meter strategies to bypass traditional timelines
Where geothermal and CCS-enabled gas align with reliability and emissions goals
About Enverus Intelligence®| Research
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.
Principal Analyst, Enverus Intelligence® Research
Graham joined Enverus in 2020 through the acquisition of RS Energy Group. Leading the Subsurface Innovation Team under Energy Transition Research, he strives to create intelligent connections between the subsurface, emerging energy and carbon innovation technologies, leveraging a deep understanding of geosciences and the energy transition gained over his 9-year career. At Enverus, Graham has served as Senior Geology Associate on the Permian Asset team and as product manager for Geoscience Analytics, where he led a team of geologists. His prior roles include analyst for the Alberta Energy Regulator, focusing on the Athabasca oil sands, and Geologist in Training for a small Calgary-based exploration company, exploring oil potential in Nisku Formation carbonate reefs.
Sr. Analyst, Enverus Intelligence® Research
As an Analyst on the Enverus Intelligence® Research (EIR) team, Carson is the lead on data centers and advanced energy technologies. He was previously an analyst on the macro team and has additional experience advising large industrial consumers on their energy consumption. His education in economics at the University of Alberta focused on industrial organization and power markets.
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