Carbon Direct
June 30, 2025
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5 min read
As AI and cloud computing accelerate, data centers are driving unprecedented electricity demand—projected to grow by approximately 200 TWh in the US by 2030.
Carbon Direct's latest report offers an industry-leading analysis of how natural gas with carbon capture and storage (NG+CCUS) can deliver the reliable, lower-carbon power needed to support this growth, without compromising climate goals.
What’s inside:
• Potential locations where NG+CCUS can meet up to 63% of projected US data center power demand
• How power reliability, emissions, and costs compare across technologies
• Global policy landscape: How tax incentives, funding models, and permitting vary across the US, Canada, EU, and U.K. and how it could shape CCUS deployment potential
• Life cycle and infrastructure analysis tailored to hyperscaler demand
Data centers are shaping the future of the power sector. This report helps define a credible path forward.
Read the full report here.