Projects / Northern Forge
Northern Forge
A 200 MW behind-the-meter natural gas generation facility feeding an on-site compute campus. First power H1 2027; 100 MW+ by year-end 2027, with gas supply sized for the full 200 MW build.
Capacity
200 MW
Phase I online
H1 2027
Cash cost to generate
~$31/MWh
Site
155 acres
OVERVIEW
First power in months, not years.
Northern Forge is a behind-the-meter gas-to-compute campus in Alberta — 200 MW of dedicated generation feeding compute load on the same site, under one sponsor. Phase I (30 MW) energizes H1 2027, scaling to 100 MW+ by year-end 2027 and the full 200 MW in 2028.
Approvals are largely in hand — EPEA, Water Act, and Indigenous consultation complete, with the AUC application under evaluation. A 10-year firm gas supply is under LOI with a major midstream counterparty, and a dedicated 6-inch gas pipeline is under LOI with a major midstream operator — both sized for the full 200 MW build. AESO grid interconnect is targeted for 2028 as Year-2 redundancy and secondary revenue.
SPECIFICATIONS
Project specifications.
Generation
200 MW behind-the-meter natural gas generation, built in phases (30 MW → 100 MW+ → 200 MW)
Configuration
Behind-the-meter — generation physically tethered to on-site compute load
Location
Alberta, Canada
Site
Crown lease accepted for the power-plant footprint; adjacent expansion parcels under application within 0.5 miles bring the site to ~155 acres total
Gas Supply
10-year firm gas supply under LOI with a major midstream counterparty
Gas Delivery
Dedicated 6-inch gas pipeline under LOI with a major midstream operator, sized for the full 200 MW build
Redundancy & Uptime
Behind-the-meter from day one — 97% uptime at Phase I energization (H1 2027), rising to 99.998% once gas-supply redundancy (a midstream buyback-line upgrade) comes online, targeted Q3 2027
Grid Optionality
AESO grid interconnect targeted for 2028 as Year-2 redundancy and secondary revenue
Permits
EPEA, Water Act, Indigenous consultation, and the power-plant DML complete; AUC application under evaluation; county development permit submitted
Energization
Phase I (30 MW) H1 2027; 100 MW+ by year-end 2027; full 200 MW 2028
Cost economics
Cost of power: ~$31/MWh
Northern Forge's economics track Black Bear's on a behind-the-meter delivery basis — the same AECO-hub gas advantage and the same Alberta climate / PUE advantage — with a cash cost to generate of ~$31/MWh at full build.
Behind-the-meter delivery bypasses AESO non-energy charges, transmission losses, and most regulated tariffs. The same operating-cost discipline that underwrites Black Bear underwrites Northern Forge — fuel, variable O&M, maintenance reserve, TIER carbon, and fixed SG&A, on an operating-cost basis only.
With first power in H1 2027, Northern Forge is the fastest power-and-compute build in the Teton portfolio — energized in months, not years.
Figures reflect cash cost to generate on a behind-the-meter delivery basis, at full build. Excludes capital recovery and equity return; operating-cost basis only. Source: project financial model. Forward-looking; subject to fuel price, regulatory, and operating assumptions.
REGULATORY CONTEXT
Behind-the-meter is the explicit path forward in Alberta.
Under AESO's emerging Phase 2A Large Load Integration framework, Bring-Your-Own-Generation (BYOG) is the explicit path forward for large compute loads. Physically tethering dedicated generation to compute load lets the operator decouple where power is generated from where compute is sited. The Alberta provincial government is openly supportive of bring-your-own-generation data center development.
Northern Forge is designed inside that framework from the ground up — generation, gas supply, fiber, water, and Tier-compatible data hall pads on one site, under one sponsor.