FlareDC · flare gas × modular data centers
Power where
the gas is.
Oil fields burn billions of cubic feet of gas a year while AI data centers can't get power. We study offgrid gas power, containerized data centers, and the real per-megawatt math — no brochure numbers.
The thesis in three lines
01
Power is the asset. Grid queues stretch years; a gas turbine next to a wellhead doesn't wait in line.
02
The container is the factory. Prefabricated modular DCs ship like products and land like buildings.
03
Honest unit economics decide everything. We publish the model inputs, the tariff caveats, and the counterpoints — not just the headline multiple.
Numbers we keep coming back to
Latest articles
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Behind the Badge: Reading a Turnkey Brochure Like a Supplier
ABB and Schneider logos on a Chinese turnkey data center are usually export white-labeling. How to verify who actually made the hardware.
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From Flare to FLOPS: Why Stranded Gas Is the Cheapest Power for AI
Oil fields burn gas they can't sell while data centers can't buy power. The flare-to-compute thesis, in one page.
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The Real Cost of a Modular Megawatt: Prefab vs US-Built
China-prefab container data centers land at $3.3–4.9M per MW. The arbitrage multiple, the payback math, and the honest counterpoint.
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Power Is the Asset: The Delay Tax on Late Megawatts
A 100 MW data center delivered late burns ~$1B in delay tax. Why energized capacity — not concrete — is the scarce input.
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Crusoe: The Flare-Gas Miner That Became an AI Factory
Crusoe started by parking modular data centers on oil wells. Now it builds gigawatt AI campuses. What to learn from the arc, and what to doubt.