The US data center complex is building against speed-to-power mandates that require developers to get projects online as quickly as possible. Delays plugging into grid-connected power are forcing projects to invest in behind-the-meter (BTM) gas generation assets as they seek access to electricity.<br>S&amp;P Global Energy expert Ben Levitt joins hosts Hill Vaden and Sam Humphreys to discuss the rise of behind-the-meter power projects connected to data centers and how these projects are reshaping investments in US electricity generation.<br>Learn more about S&amp;P Global Energy coverage at: https://www.spglobal.com/energy/en

Necessity breeds invention: US data centers developers embrace behind-the-meter power (Ep. 251)

EnergyCents

All right, welcome back to EnergyCents, an S&P Global Energy podcast covering all topics on the intersection of energy and finance. This is your host, Hill Vaden, here with your other host, Sam Humphreys. Sam, you're dealing with some heat today. How are you doing? Sam Humphreys All right. So we are in the middle of the second heat wave of the year in the UK. And for anyone listening outside of the UK, we cannot cope. I can't drink my cups of tea, everything's melted, and everyone is just a little bit hot.

Sam Humphreys But I'm all right. How are you? Sam Humphreys I am all right. And I sympathize with your heat struggles, as one who spends a lot of time in Texas in the summer. We get used to it, but we also have air conditioning, so sorry. The British are famous for talking about the weather, so it does give you all something to talk about. Sam Humphreys I mean, if you look to our news this week, there are bigger things that have happened. We're recording this on the 24th of June. A lot of big things have happened this week. But the headlines are all the weather. Sam Humphreys Is it all the weather? Sam Humphreys That sums us up to a T.

Sam Humphreys All right. Well, so we've got a real interesting conversation today with Ben Levitt, who's done a lot of work on the behind-the-meter or BTM kind of play in kind of the U.S. power grid or U.S. power system, as data centers start to really invest heavily in a speed-to-power mandate, right? Sam Humphreys Trying to get their data centers online more quickly than connecting to the grid will allow.

Necessity breeds invention: US data centers developers embrace behind-the-meter power (Ep. 251)

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Necessity breeds invention: US data centers developers embrace behind-the-meter power (Ep. 251)

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.