Skipping the Queue: The Supply Chain Powering Behind-the-Meter Generation

Overview

Data center developers are exploring ways around the grid queue, but the equipment to power them is in short supply. Gas turbine order books are stretched, fuel cells and modular engines are gaining ground, and new federal and international policy is reshaping who can supply and service grid equipment.

Join Enverus Intelligence® Research analysts for a market-forward look at behind-the-meter (BTM) power and the supply chain that determines what gets built, when, and who captures the value. Designed for investors, developers, OEMs and utilities, this session separates what is deliverable from what is merely announced.

Key takeaways and Q&A covered

• Time-to-power is the new currency. Why developers are moving behind-the-meter, and which technologies actually energize a site on a useful timeline.
• Turbine slots are the bottleneck. What OEM order books and manufacturing capacity mean for who can deliver, and when.
• Prices are climbing. What new large-frame builds are likely to cost going forward, and who absorbs it.
• The BTM mix is not one-size-fits-all. How modular gas, fuel cells and batteries are competing with large-frame turbines, and where each fits.
• Policy is redrawing the supplier map. How federal equipment restrictions and China’s outbound rules shift risk for developers and equipment owners.