Data center demand for natural gas-based power has created a "gas infrastructure constraint problem," says Andrew Gilbert, a Partner at Energy Capital Partners.
Gilbert tells Cool Vector that among the biggest impediments to digital infrastructure growth has been extended timelines in building out gas infrastructure such as pipelines and turbines. Labor costs and permitting have also contributed to the logjam.
https://youtube.com/shorts/kv2maulWmhI
"These companies have global supply chains, and that makes it a little bit harder to ramp up as quickly as they'd like," Gilbert says. "Natural gas, whether directly or indirectly, is going to be the biggest source of power for all this stuff in the next few years, and we have a gas infrastructure constraint problem."
ECP has become a highly sought-after power-infrastructure partner for the data-center industry by financing and operating generation platforms that directly underpin hyperscale and cloud-campus build-outs.
With more than $32 billion in committed capital since its 2005 founding, ECP's marquee partnerships include a $50 billion strategic alliance with KKR and a $25 billion joint venture with Abu Dhabi’s ADQ.
Gilbert shares his insights with Cool Vector in the episode, "ECP Was Buying Power Plants When They Were Out of Style." Watch the full episode on the Cool Vector YouTube channel: https://youtu.be/AHzF0xoGqxo
Follow Cool Vector on LinkedIn: https://www.linkedin.com/company/cool-vector-media/