2025 Themes: Power, Gas, and the Race to Keep Up with AI
The Week That Was: January 11-18, 2025
NOTE: “The Week That Was” is a recap of ideas shared over the last seven days.
Spare Parts: What Caught My Eye This Week
Data Center Power Pain for All | Can Energy Innovation Keep Up With AI?
Louisiana Considers CO2 Injection Fee | A New Load on Economics
TSMC's AI Accelerator Revenue Set to Skyrocket | Doubling in 2025 After Tripling in 2024
Power and gas. You could distill much of the themes for 2025 down to that
You could distill the themes for 2025 down to that. Check out this post from Enverus’ CEO, Manuj Nikhanj on the work our team is doing:
The intersection of power and natural gas is dominating the North American energy narrative. Power isn’t just influencing natural gas, it’s transforming every facet of the energy landscape from upstream oil and gas investments to clean energy solutions. With the data center boom driving a projected 12GW load growth by 2030, E&P companies are uniquely positioned to meet this surging demand by offering reliable, low-carbon baseload power. Companies like XOM and CRC are already seizing the opportunity, leveraging their strengths in natural gas power and CCS to secure lucrative power purchase agreements (PPAs). As the #1 provider of oil, gas, and power data solutions, Enverus is at the forefront of helping clients capitalize on emerging gas power opportunities in the fast-paced data center race, like identifying locations like XOM’s behind the meter natural gas with CCS powered data center; redefining direct energy supply for data centers.


