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Natural Gas, Electric Power
July 07, 2026
Featuring Samantha Humphreys and Hill Vaden
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
Also on Apple Podcasts | Spotify