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Goldman Picks Kodiak and Williams for Data Center Power Growth
Coverage from CNBC, Yahoo Finance, and others
Articles
3
Active Days
12
The Topic
Energy companies are expanding behind-the-meter natural gas generation to serve data centers as grid access and local capacity become constraints. Kodiak Gas Services and Baker Hughes are targeting up to 1.8 GW by 2030, while Williams and Blackstone are funding a roughly 2.6 GW portfolio across Ohio and Utah, linking power generation, pipelines, and data center demand. These projects could shorten power-delivery timelines and improve reliability for large computing customers, but their execution, capital requirements, and project schedules remain important variables.
First Article: 07/09/26
Latest Article: 07/20/26
Summary
- Kodiak and Baker Hughes agreed to support up to 1.8 GW of behind-the-meter generation by 2030.
- Williams and Blackstone committed $5.34 billion to a 49 percent stake in five projects targeting roughly 2.6 GW.
- Williams is combining natural gas supply, pipelines, and power plants to serve data center customers.
- Williams’ Socrates project in New Albany, Ohio, is nearing completion and is expected to provide 200 MW to a Meta campus.
- Williams’ 682 MW Neo project is expected to begin service in the second half of 2028, while Aquila in Utah is planned for the first half of 2027.
- The projects respond to grid capacity constraints and rising electricity demand from AI and data centers, while creating execution and capital risks for developers.
History
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Timeline: 12 Days
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