In this session:
1. An overview of the economic context behind the recent surge in load growth driven by data centers.
2. Orennia’s internal projections for data center load in the US, and what factors could swing this outcome.
3. Investment opportunities for infrastructure developers and investors arising from this generational change in power demand.
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Growth of Installed Generation Capacity Since 2016
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Increase in Data Center Construction Spending Since 2016
Annualized Data Center Construction Spending ($B)
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EXPERT SESSION ON DEMAND
Data Center Load Growth and Investment Opportunities
Our Data Center Expert
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Darrel is a former Managing Director at RS Energy Group, now Enverus, with over 15 years of experience in energy investment research and data analytics. Before joining the team at Orennia, he worked at RS Energy Group, Enverus, Palantir Technologies, and Paradigm Capital. Darrel also led the research and development of the upstream sector’s first geospatially accurate inventory model.