May 01, 2025

Jericho Energy Ventures - From Traditional Oil & Gas Assets to Powering Modular Data Centers with Stranded Gas Assets

23 minutes

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.

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