Will BTM drive the next wave of demand growth in the North American gas market?

Behind-the-meter data center development has emerged as one of the fastest-growing demand drivers in North American gas markets. Driven by worsening grid interconnection backlogs and mounting public pressure over retail electricity rates, developers are increasingly bypassing the grid entirely — and natural gas is the overwhelming fuel of choice, valued for its availability, dispatchable reliability, and speed to market. Wood Mackenzie's gas BTM tracker now covers more than 60 developments across the continent and their impact on the North American gas market is significant and ever changing.