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DEEP DIVE: The New Power Procurement Calculus
A focused visual summary of the economic drivers creating the market for on-site power, based on the data from the report.
"Security of supply and speed to power have surpassed pure cost as the most important factors in energy procurement decisions for this sector."
Decommoditization Premium
$20/MWh
The premium data centers will pay for reliable, rapidly accessible power.
The New Strategy
BYOP
"Bring Your Own Power" is the trend of data centers developing their own on-site generation.
New Procurement Calculus
Speed > Cost
Time-to-power is now the primary driver, not just the levelized cost of energy.
The Unbeatable Advantage of Modularity
When grid connection waits are factored in, the speed advantage of on-site modular power becomes absolute, negating the theoretical cost advantages of grid-scale projects.
The Hidden Cost of "Cheap" Power
While renewables have the lowest theoretical cost (LCOE), that cost is irrelevant if the power cannot be delivered for over half a decade.
Grid-Scale vs. On-Site: The Data Center Dilemma
GRID-SCALE POWER
(Solar, Wind, Nuclear, Gas)
- ✖TIME-TO-POWER: 6 to 12+ Years
- ✖CERTAINTY: Extremely Low (Grid queue and permitting risk)
- ✖LCOE: $27 - $221 / MWh
- ✖BOTTLENECK: Entirely dependent on broken grid infrastructure.
ON-SITE SOFC
(Solid Oxide Fuel Cells)
- ✔TIME-TO-POWER: < 3 Months
- ✔CERTAINTY: High (Bypasses grid queues entirely)
- ✔COST: PPA-based (cost certainty, includes reliability premium)
- ✔BOTTLENECK: Solved. Provides power on a commercial, not utility, timescale.
