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

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

July 2, 2026 · 29 min

About this episode

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

People in this episode

Hosts: Hill Vaden, Sam Humphreys

Guest: Ben Levitt

Topics covered

Mentioned in this episode

Organizations: S&P Global Energy

Places: US

More episodes of EnergyCents

Explore listener stats, chart rankings, contacts and more on the EnergyCents podcast page.