Power purchase agreements
Long-term offtake contracts with generators, the backbone of large power deals.
Power & Energy
Power is the bottleneck. We source it.
AI data centers are built or stalled by one thing: access to firm, deliverable power. ELO Advisors originates the deals that get projects energized, from power contracts and behind-the-meter generation to capacity and grid access, sourced off-market and structured to move.
01 / The Bottleneck
Land is the easy part. Power is the hard one.
A site without power is a field. The grid cannot keep up: new connections take years, and the generation and equipment behind them take longer. Power now decides when, where, and whether a data center gets built.
Time to connect
~5 years
Typical wait to connect a new project to the US grid, up from under two years in 2008.
Source: Berkeley Lab, 2025.
02 / The Market
Demand is doubling. Supply is years behind.
Data-center power demand is set to more than double by 2030, while the grid, the turbines, and the transformers all run on multi-year lead times.
~9%
Of US electricity used by data centers by 2030, up from about 4 percent today
EPRI / LBNL
~2.2TW
Of generation waiting in US grid interconnection queues
Berkeley Lab
~80GW
Gas-turbine backlog, with delivery slots now sold into 2030
GE Vernova
11x
Jump in PJM grid-capacity prices in a single auction, blamed on data-center load
PJM
How fast can you get power?
Grid interconnection ~5 years
The default path, and the slow one. Queues run five years or more, and the grid upgrades behind them take longer still.
Behind-the-meter generation ~18 months
On-site gas that bypasses the queue entirely. The fastest bridge to real power, and where most near-term deals get done.
Nuclear & IPP offtake 2027 and beyond
Firm, clean baseload from restarts and independent producers. Powerful, but most of it lands after 2027.
Sources: EPRI, 2026; Berkeley Lab, 2025; GE Vernova, 2025; PJM / IEEFA, 2025; IEA, 2025.
03 / How We Source Power
Every path to firm power, in one place.
We originate across the structures that actually get a data center energized.
Behind-the-meter generation
On-site gas and dedicated generation that bypasses the grid queue and runs in months.
Capacity & grid rights
Interconnection positions and capacity-rights transfers, the genuinely scarce assets.
Nuclear & IPP offtake
Output from restarts, independent power producers, and new generation, contracted direct.
Utility & tariff deals
Negotiated arrangements, often where the developer funds the grid upgrades it triggers.
Fuel supply
Gas supply agreements and the contracts that keep on-site generation running.
04 / Speed to Power
Months, not years.
The grid queue is five years. We find the power that moves now: behind-the-meter, stranded capacity, and offtake that is already available.
- 01
We map the load and the timeline
How much power, where, by when, and what the project can tolerate.
- 02
We source firm electrons
PPAs, behind-the-meter, capacity rights, and IPP offtake that can actually be delivered.
- 03
We structure the deal
The contract, the terms, and a path around the five-year interconnection queue.
- 04
We line up fuel and equipment
Gas supply, turbine slots, and the long-lead gear the deal depends on.
- 05
We close, and you energize
Documented, deliverable power on a timeline that fits the build.
05 / Where We Fit
We trade in power you can actually plug in.
Anyone can announce a gigawatt. The scarce thing is power that is contracted, deliverable, and on a real timeline. That is what we source, and what we will not overstate.
Deliverable, not announced
In a market full of press releases, we source power that is contracted and real.
Off-market
Capacity, offtake, and interconnection positions move through relationships, not listings.
Speed over size
We find the megawatts that can energize a build now, not the ones stuck in a queue.
06 / Our Network
We sit between the grid and the build.
Demand
- Data-center developers
- Hyperscalers and neoclouds
- EPCs and site operators
- Industrial large loads
Supply
- Independent power producers
- Utilities and grid operators
- Gas suppliers and generators
- Turbine and equipment makers
07 / Questions
What kind of power do you source?
Grid PPAs, behind-the-meter generation, capacity and interconnection rights, and offtake from IPPs and nuclear. Whatever gets the site energized.
How fast is behind-the-meter?
On-site gas can be running in roughly 18 months, against five years or more for a new grid connection. It is the main bridge while the grid catches up.
Do you work with generators too?
Yes. If you have power, capacity, or an interconnection position to place, we have the demand side asking for it.
How are you paid?
A success fee on the deal, with a work fee for live mandates. The structure keeps us aligned with getting power under contract.
08 / Contact
Need power for a site, or power to place?
Tell us the load, the location, and the timeline, or the generation you have. We will tell you how we would source or place it.