Enerflex Ltd.’s EFXT move into data center power generation is now taking shape in a more practical way. The company has already secured an order to supply power units for a large U.S. data center project, completed a front-end engineering and design (FEED) study for another major project, and signed contracts with two North American customers. This indicates that the energy infrastructure and power generation company is building a steady pipeline of projects that can progress from design to equipment supply and, eventually, long-term service agreements.
Enerflex has a large number of potential projects in the pipeline, totaling over 1.5 gigawatts of power capacity. However, many of these projects will likely start from 2027 because there is currently a shortage of bigger engines needed for such work. The company has already secured most of the engines it needs for 2026 and has planned ahead to lock in some supply early. The long waiting time of about 110 to 120 weeks mainly applies to certain large, high-power engines, not all types of equipment.
Enerflex’s approach stands out for its focus on disciplined execution and reliable customers. The company is directing growth capital toward projects with clear contracts and strong counterparties. Its Engineered Systems segment also helps support future infrastructure buildouts and recurring service revenues. This is important as rising data center power demand aligns with stronger compression demand in key regions like the Permian and Haynesville, creating multiple opportunities to expand customer relationships over time.