Key Takeaways:
Data center energy demand is reshaping natural gas infrastructure as mobile pipeline orders surge to fill gaps the grid cannot address.
The widening gap between data center deployment and grid availability has driven a $100 million order for Hexagon Agility's mobile natural gas modules, the largest single order for the technology to date. The Oslo-listed company's subsidiary received the order from Certarus, North America's leader in mobile compressed natural gas solutions.
"We're proud to continue building on our more than decade-long collaboration with Certarus, developing technology to address critical infrastructure gaps in how energy is delivered," said Philipp Schramm, chief executive officer of Hexagon Composites.
The order includes the newly launched TITAN 510 module, which offers a 13% volume increase over the TITAN 450, plus an option for additional modules valued at up to $25 million by 2028. Deliveries begin in the third quarter of 2026, with the majority completed over the following 12 months and final shipments by 2028.
Data centers are among the fastest-growing sources of energy demand in the United States, driven by cloud computing and artificial intelligence workloads, yet grid interconnection timelines frequently exceed four years in many regions. Mobile Pipeline solutions fill that gap by delivering large volumes of natural gas without fixed pipeline infrastructure, and the modules remain fully redeployable as customer needs evolve.
The $100 million order shows that hyperscale data center operators are turning to interim natural gas solutions at a scale not seen before. Certarus will deploy the modules across newly awarded contracts, providing reliable CNG supply for hyperscale projects and industrial markets. The TITAN 510 was developed specifically for large-scale, energy-intensive applications such as data centers.
The structural demand for virtual pipeline solutions extends beyond data centers into utilities, mining, and renewable natural gas. Hexagon Agility's Mobile Pipeline systems have the largest gas transport capacity in North America, making them the most efficient option for bridging infrastructure gaps worldwide. The company said the modules can deliver large volumes of energy without the need for fixed pipelines, a critical advantage as interconnection queues grow.
For Hexagon Composites, the order provides a clear revenue trajectory through 2028. The estimated $100 million base order, combined with the $25 million option, represents a significant portion of the company's annual revenue and confirms its focus on modular natural gas infrastructure for the AI era. The last comparable surge in mobile pipeline demand occurred during the shale gas boom, when producers needed flexible transport to connect new wells to downstream markets — a pattern now repeating as data center operators face similar infrastructure bottlenecks.
This article is for informational purposes only and does not constitute investment advice.
