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“Enchanted Rock (ERock) (USA) – ~$600M IPO filing (NYSE: EROC) on a ~$1.3B data-center backlog; low-emission natural-gas microgrids as bridge-to-power amid interconnection delays (a speed-to-power, not”
@Climate Drift · Skander Garroum
Data centers are bypassing grid delays by buying natural gas microgrids from Enchanted Rock to clear a massive $1.3 billion backlog.
EROCLONG@ $13.39
$10.42-22.17%
since call Jul 6
peak +2.5%
“The defining narrative is now unmistakable: the U.S. is buying firm, dispatchable power and the infrastructure to feed AI... The headline was Fervo Energy, which priced Wall Street’s largest clean-ene”
@Climate Drift · Skander Garroum
Tech giants are desperate for round-the-clock clean power to run AI, so buy the geothermal company that just locked in $7.2 billion in guaranteed revenue.
FRVOLONG@ $23.98
$22.87-4.62%
since call Jul 6
peak +20.4%
TIMESTAMPS
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