Natural Gas, Electric Power

July 07, 2026

Necessity breeds invention: US data center developers embrace behind-the-meter power

HIGHLIGHTS

Data centers turn to BTM gas generation

Grid delays force speed-to-power solutions

BTM projects reshape US electricity investment

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

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