BloombergNEF: US data centers could need 15 Bcf/d more gas by 2035, with gas supplying ~69% of power for new AI facilities. Jericho's Black Bear campus in OK pairs on-site gas, water & fiber with a ~90-day rapid interconnect built for this shift. $JEV.V $JROOF $JLM @JerichoEV
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Energy + AI infrastructure = JEV's Black Bear. Check our investor materials: 🟠 JEV At-A-Glance 🟠 Corporate Presentation 🟠 Black Bear Campus Overview jerichoenergyventures.com/in… $JEV $JROOF $JLM
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Gas turbine orders have hit ~100GW globally, but manufacturers can only build 60-70GW/year. The AI power bottleneck now is equipment, not land. Black Bear already has gas + 345kV transmission on site. Power first, then compute. $JEV.V $JROOF $JLM @JerichoEV
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U.S. gas power tied to data centers has nearly doubled in 6 months to ~189 GW, per Global Energy Monitor. Turbines take 3-7 yrs to deliver; data centers take 18-24 months. Black Bear secured power first: 20 MW live today in Oklahoma. $JEV.V $JROOF $JLM @JerichoEV
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Money isn't the AI buildout bottleneck anymore - time is. Morgan Stanley: 2027 data centers must break ground by Oct, but grid queues run 3-7 yrs. Our Black Bear Campus already has 20MW live + a power-first model built for exactly this gap. $JEV.V $JROOF $JLM @JerichoEV
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Black Bear AI campus: ~10,000-acre Oklahoma platform, 400-acre Phase 1, 20 MW grid power live today — phasing to a 2,646 MW on-site energy park by 2032. One owner across land, gas, power, water & fiber, built with Comstock (Nasdaq: CHCI). $JEV.V $JROOF $JLM @JerichoEV
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Data center gas demand could reach ~6.1 Bcf/d by 2030 (RBC), with 36+ GW under construction nationwide. Power, not chips, is the bottleneck - our Black Bear AI Campus in Oklahoma already has gas, water & fiber in place. $JEV.V $JROOF $JLM @JerichoEV
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Data center growth is cutting residential electricity rates - Georgia Power, PG&E, Indiana Michigan Power all showing double-digit savings for homeowners. Large loads drive grid modernization. Everyone wins. That's infrastructure done right. #EnergyInfrastructure #DataCenters
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Meta, Amazon, Microsoft & Google are now building gigawatt-scale gas plants to power AI. Analysts warn gas prices could triple as supply tightens — owning your gas, water & fiber upfront (like Black Bear in Oklahoma) looks smart. $JEV.V $JROOF $JLM @JerichoEV
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Jericho Energy Ventures retweeted
China has been running influence operations to convince people across North America that data centres are bad and scary. They want to stifle growth here so they win.
The X Safety team conducted an investigation into suspected Chinese inauthentic accounts involved in influence operations: We identified a bot farm of approximately 200,000 accounts. Within this farm, we found 200 accounts posting in a manner that could manipulate a legitimate debate about American AI and energy policy. These posts contained claims that AI data centers are driving up household electricity prices and straining the grid. Others included AI-generated cartoons that depicted data-center operators enriching themselves at the public's expense. We remain committed to maintaining an open and authentic platform where people debate topics of public interest. We take seriously any attempts to undermine the integrity of the global town square and suspend accounts that violate our Authenticity policy.
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Some helpful context on AI data center water use. US water use, billion gal/yr: Almonds-1,380 Golf-655 Pistachios-515 Pools-122 Data centers-28 Every use matters. Data centers are just a smaller slice than people expect. Water is 1 of 5 pillars at JEV. $JEV.V $JROOF $JLM
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US data center power demand hit 64.4 GW in 2025, headed to 183 GW by 2030 (S&P Global). Southeast alone has 9.6 GW of new gas capacity planned. Power already in place is the real differentiator. JEV (TSXV:JEV/OTC:JROOF) sits on 40,000+ OK acres with existing gas, water & fiber.
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AI's bottleneck is time-to-power, not construction. ~40% of new US data center capacity thru 2030 is expected off-grid on gas as interconnection queues stretch out. Jericho Energy Ventures' Black Bear campus in Oklahoma already has on-site gas, water & fiber. TSXV:JEV/OTC:JROOF
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Turning natural gas infrastructure into AI power. Our Black Bear AI data center campus in Oklahoma, paired with our JV with Comstock Holding Companies, brings land, power, water & fiber together for the next wave of AI infrastructure. Energy meets AI. $JEV $CHCI #DataCenters #AI
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Jericho Energy Ventures’ (TSXV: JEV; OTC: JROOF) investor and Oklahoma data center platform JV partner, Comstock (NASDAQ: CHCI), today reported strong Q2 results. Comstock highlights the data center platform JV, its investment in JEV, businesswire.com/news/home/2…
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