Go offline with the Player FM app!
Jericho Energy Ventures - From Traditional Oil & Gas Assets to Powering Modular Data Centers with Stranded Gas Assets
Manage episode 480102175 series 3374176
In this episode I introduce a new energy story to the show: Jericho Energy Ventures (TSX.V:JEV - OTC:JROOF - FRA:JLM).
I’m joined by Brian Williamson, CEO of JEV, for a comprehensive look at the company’s evolution from conventional energy operations to next-generation infrastructure.
Key Themes Discussed:
- Oil & Gas Foundations: Jericho’s portfolio includes low-decline, cash-flowing assets in central Oklahoma, developed with a long-term focus on existing infrastructure and equity partnerships.
- New Growth Path – Modular Data Centers: Leveraging stranded natural gas and fiber-optic proximity to power modular data centers—offering lower-cost, scalable alternatives to hyperscale builds. This initiative is positioned to address AI-driven demand and grid constraints.
- Digital Real Estate Model: Jericho aims to own and operate modular units, while tenants customize the compute side. Future plans include partnerships with nearby gas producers to expand this model across underutilized fields.
- Hydrogen Technologies: A secondary business line focused on industrial decarbonization, with near-term deployments including a boiler retrofit at a major university and a high-temperature alkaline electrolyzer solution through its Aetna subsidiary.
- Investment Outlook: With a current ~$55M market cap (CAD), Jericho is aiming to re-rate from a traditional microcap energy play to a tech-enabled infrastructure story, potentially attracting new investors and valuation multiples.
More questions for Brian. Please email me ([email protected]) or comment below.
Click here to visit the Jericho Energy Ventures website to learn more about the company.
260 episodes
Manage episode 480102175 series 3374176
In this episode I introduce a new energy story to the show: Jericho Energy Ventures (TSX.V:JEV - OTC:JROOF - FRA:JLM).
I’m joined by Brian Williamson, CEO of JEV, for a comprehensive look at the company’s evolution from conventional energy operations to next-generation infrastructure.
Key Themes Discussed:
- Oil & Gas Foundations: Jericho’s portfolio includes low-decline, cash-flowing assets in central Oklahoma, developed with a long-term focus on existing infrastructure and equity partnerships.
- New Growth Path – Modular Data Centers: Leveraging stranded natural gas and fiber-optic proximity to power modular data centers—offering lower-cost, scalable alternatives to hyperscale builds. This initiative is positioned to address AI-driven demand and grid constraints.
- Digital Real Estate Model: Jericho aims to own and operate modular units, while tenants customize the compute side. Future plans include partnerships with nearby gas producers to expand this model across underutilized fields.
- Hydrogen Technologies: A secondary business line focused on industrial decarbonization, with near-term deployments including a boiler retrofit at a major university and a high-temperature alkaline electrolyzer solution through its Aetna subsidiary.
- Investment Outlook: With a current ~$55M market cap (CAD), Jericho is aiming to re-rate from a traditional microcap energy play to a tech-enabled infrastructure story, potentially attracting new investors and valuation multiples.
More questions for Brian. Please email me ([email protected]) or comment below.
Click here to visit the Jericho Energy Ventures website to learn more about the company.
260 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.