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Insights and Analysis

Industry perspectives on natural gas-powered AI infrastructure, energy markets, and the future of compute in Alberta.

Supply Chain2026-02-23

The 100-Week Wait: How Transformer Shortages Are Stalling the Global Grid

The global supply chain for high-voltage transformers and switchgear faces 100+ week lead times. Learn why the bottleneck exists and what developers can do to navigate it.

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Market Intelligence2026-02-23

The New AI Currency: Why Gas Turbines Are Sold Out (And How to Secure Power Now)

AI data center demand has created a critical shortage of gas turbines with 3+ year lead times. Learn why GE and Baker Hughes are sold out, and uncover the remaining strategies to secure power infrastructure.

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Industry Analysis2026-02-20

Alberta O&G Companies Are Losing 5+ Years of AI Competitive Advantage Waiting for Grid Power

Behind-the-Meter Natural Gas Generation Fixes This in 18 Months

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