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Pembina Pipeline Announces JV to Power Alberta's Data Center Complex

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Pembina Pipeline Corporation (PBA - Free Report) and Kineticor Asset Management LP have announced a joint venture (JV) called Greenlight Electricity Center Limited Partnership (Greenlight LP) with a 50% interest in driving Alberta’s power and data infrastructure forward. The Greenlight LP partnership will develop a project called Greenlight Electricity Center ("GLEC"), managed by Kineticor.

An Insight Into GLEC

GLEC is an advanced, multi-phased, gas-fired power generation facility with carbon capture potential. It also has significant land holdings that can accommodate a co-located data center complex. GLEC is set to be one of Alberta’s largest baseload power projects, with a planned capacity of up to 1,800 MW. Designed to be developed in modular phases of 450 MW each, the project will be scaled up with the market demand. It is currently in Stage 3 of the Alberta Electric System Operator’s interconnection process, moving forward with permitting, design and contracting.

JV to Align With Alberta’s Vision

The government of Alberta, with an ambitious goal of driving $100 billion in investments in data centers by 2030, is encouraging developers to bring in their own power. The Pembina-Kineticor joint venture is strategically aligned with the nation’s vision to deliver reliable and cost-effective power solutions to data centers. With an anticipated grid interconnection by early 2027, Greenlight is actively working with data center operators seeking long-term, stable power offtake agreements.

Integration Benefits

Both companies are excited to announce this joint venture as it allows them to integrate their value chain to provide power to one of the most promising Alberta-based data center industries.The company’s Alliance Pipeline proximity strategically positions it to leverage its asset base to support the project by providing natural gas supply to the GLEC. Both companies can combine their strengths and experiences to bring all the pieces of the project together to develop a world-class facility.

PBA’s Zacks Rank and Key Picks

Canada-based Pembina Pipeline Corporation is a vertically integrated operator of energy infrastructure assets. Currently, PBA has a Zacks Rank #3 (Hold).

Investors interested in the energy sector might look at some top-ranked stocks like Repsol, S.A. (REPYY - Free Report) , Prairie Operating Co. (PROP - Free Report) and Gulfport Energy Corporation (GPOR - Free Report) . While Repsol and Prairie Operating currently sport a Zacks Rank #1 (Strong Buy) each, Gulfport Energy carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Repsol explores, develops and produces crude oil products and natural gas, and transports petroleum products, liquefied petroleum gas and refined petroleum. REPYY’s expected EPS (earnings per share) growth rate for the next year is 17%, which aligns favorably with the industry growth rate of 13.10%.

Houston-based Prairie Operating is an independent energy company engaged in the development and acquisition of proven, producing oil and natural gas resources principally in the United States. The Zacks Consensus Estimate for PROP’s 2024 earnings indicates 81.19% year-over-year growth.

Gulfport Energy is an independent natural gas and oil company focused on the exploration and development of natural gas and oil properties in North America. The Zacks Consensus Estimate for GPOR’s 2024 earnings indicates 108.53% year-over-year growth.


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