Beyond impacting demand for power and natural gas in the Permian Basin, data centers are also influencing plans for pipeline investments in the region.
One example is Project Jupiter, a four-building data center campus located in Santa Teresa, New Mexico, planned by OpenAI and Oracle. The facility will be developed and operated by BorderPlex Digital Assets and Stack Infrastructure, which plan to construct an onsite natural gas–powered microgrid capable of supplying 700–900 MW of generation directly to the campus. East Daley Analytics expects the full campus to be in service by October 2029 and to consume 110–140 million cubic feet of gas once fully operational.
The Permian is likely to be the primary gas source for Project Jupiter. However, the San Juan Basin could play an indirect role by backfilling system volumes. While the San Juan lacks a direct connection to Doña Ana County, the basin’s production could help meet power and industrial demand in northern New Mexico or Arizona, effectively freeing up Permian gas to serve load growth from new developments like Project Jupiter farther south…