One supply chain. Four ways to use it.
The same equipment records answer very different questions depending on where you sit. Here is how investors, advisors and manufacturers put Meteor Labs data to work.
Read order flow before it reaches the income statement.
Equipment names report quarterly, but their orders, contracts and customers leave a trail in between. Meteor Labs puts that trail in one place, for Korean suppliers and the US sites they ship to, so you can form a view on backlog, pricing power and share before the call.
Questions it answers
- Is transformer backlog still building, or is new order intake rolling over?
- Which genset makers are winning share in new US permits this quarter?
- Are new campuses in Texas adding gas turbines instead of waiting for the grid?
- Who is really behind a newly permitted site filed under a project LLC?
Tracking a Korean transformer maker into earnings. Our supplier data captures backlog, new orders and plant utilization each quarter, and material contract notices the day they are filed. Our site data shows where in the US new demand for the same equipment class is forming.
Together they give a running read on whether backlog is converting, whether pricing is holding, and whether the US demand that underpins guidance is still accelerating.
order backlog, new orders, utilization, contract value, event type
Diligence on the physical buildout.
Data center, power and equipment deals all depend on the same question: will the equipment arrive, and where will demand show up? Meteor Labs gives deal teams a bottom-up view of both, at the level of individual sites and suppliers.
Questions it answers
- Which markets are saturating, and which are just starting to see filings?
- Who else is developing near a target site, and at what scale?
- Which suppliers are capacity-constrained, and what does that mean for delivery dates?
- How does a portfolio company's order book compare with its competitors?
Evaluating a developer platform. The site data lists every permitted site in the target's markets, including competitors' projects filed under project LLCs. The supplier data shows lead time pressure for the equipment the business plan depends on.
After close, the same feed becomes a monitoring tool for competitive activity and supply chain risk across the portfolio.
county, operator id, unit count, utilization
Bottom-up data for top-down questions.
Market sizing for data center power and equipment usually starts from announced megawatts and industry averages. Meteor Labs lets you build it from the ground up instead: site by site, unit by unit, with a source for every number in the deck.
Questions it answers
- How large is the US market for data center backup and on-site power, by segment?
- What does the supply chain for a given equipment class look like, end to end?
- What are typical ratios: generators per MW, MW per site, turbines per campus?
- How is the mix shifting between diesel backup and on-site prime power?
Sizing the on-site power opportunity. Rollups by state, equipment class and engine make give a defensible baseline, with drill-down to individual filings when a client asks where a number came from.
Project-based licensing is available for engagement teams that need the data for a defined scope.
equipment class, unit rating kw, state, source url
Competitive intelligence from the permit record.
Every air permit names the engines on site. Aggregated across hundreds of projects, that becomes a share-of-wallet view no sales pipeline can provide: who is winning, with which products, for which developers, in which regions.
Questions it answers
- What is our share of permitted units and megawatts versus competitors, by state and rating class?
- Which developers and operators specify which engines and turbines?
- Where are new projects forming that have not reached our sales team yet?
- Which transformer and switchgear makers are adding US-facing capacity?
A quarterly share report for a generator maker. Permitted units and megawatts by make, model family and rating class, split by region and by operator, with every new application flagged as it is filed.
Delivered as a dashboard-ready dataset or a written quarterly briefing for strategy and sales leadership.
oem id, model, unit kw, operator id, state
See it on your questions.
Bring the questions you are trying to answer. We will show you the records that address them, live.
- Intro callYour universe and the questions you are trying to answer.
- Sample deliveryHistorical records and a data dictionary, scoped to you.
- TrialFull access to the feed for a defined evaluation window.