Oracle is considering the use of trucked compressed natural gas to power its Project Jupiter AI campus in New Mexico. This decision follows delays in the construction of the Green Chile Project pipeline, which was originally scheduled for service on August 15, 2026, but has been postponed to February 1, 2027.
The New Mexico State Land Office has rejected necessary permits for the pipeline twice. In response to potential power supply risks, Oracle issued a force majeure notice to the developer on September 24, 2026. Despite these infrastructure challenges, the company maintains that the 1,400-acre campus remains on track for completion in 2028.
The facility is designed to support up to 2.45 GW of power generation using Bloom Energy fuel cells. Oracle currently utilizes trucked gas at data centers in Salt Lake City and Shackelford County, Texas, with supply provided by companies such as Certarus and VoltaGrid. The company views this as a temporary logistics solution.
The primary challenge of this approach is the cost, as trucked gas is estimated to be approximately four times more expensive than pipeline-delivered fuel. Frequent, large shipments are required to maintain operations, adding significant logistical complexity to the energy-intensive data center project.
