Expansion opportunities Certarus is actively expanding its CNG supply hubs in Utah and Florida, with new facilities and service locations. This presents sales opportunities for additional modular gas supply capacity, longer-term contracts with hyperscale data centers, and partnerships with local industries near these hubs.

Data center demand Recent contracts to service 60 MW hyperscale data centers indicate strong demand for reliable low-carbon energy solutions. There is potential to upsell additional CNG/RNG solutions and transport services to other regional data centers seeking diesel displacement and green energy credentials.

Fleet modernization New Titan 510 modules and expanded Mobile Pipeline fleets signal capacity growth. This enables cross-selling of upgraded mobile CNG modules, maintenance services, and requalification or retrofit programs with Hexagon Digital Wave and Hexagon Agility collaborations.

Industrial and mining opportunities Certarus targets energy-intensive sectors such as energy, mining, forestry, utilities, and industrials with diesel and propane displacement. There is opportunity to expand CNG/RNG offerings to additional sites within these sectors, focusing on cost savings and emissions reduction.

Strategic partnerships Active partnerships with Hexagon Agility and technology platforms (Azure Synapse Analytics, BPMN, PowerShell) support scalable operations. This facilitates selling broader solutions around data-driven fuel management, fleet optimization, and integrated energy supply chains to large industrial customers.