Investor presentation outlines completions and power strategy
Liberty Energy outlined a strategy to expand distributed power via Liberty Power Innovations, targeting 3 GW of capacity by 2029.
The company’s power-as-a-service model is centered on roughly 15-year energy service agreements, aiming for high-teens unlevered returns from owned onsite generation.
The pipeline includes a joint venture tied to PowerBridge’s planned 2 GW West Texas campus, starting with an initial 300+ MW phase.
An agreement with Vantage Data Centers targets at least 1 GW of power by 2030, including a contracted reservation of 400 MW of 2027 capacity.
The presentation cited 2025 revenue of $4 billion, enterprise value of $4.3 billion, and a 14-year average CROCI of 23%.
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