
The episode discusses the rise of behind-the-meter power projects in US data centers and their impact on electricity generation investments.
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. S&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. Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en
Hosts: Hill Vaden, Sam Humphreys
Guest: Ben Levitt
Organizations: S&P Global Energy
Places: US
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