In this episode I introduce a new energy story to the show: Jericho Energy Ventures (TSX.V:JEV – OTC:JROOF – FRA:JLM). I’m joined by Brian Williamson, CEO of JEV, for a comprehensive look at the company’s evolution from conventional energy operations to next-generation infrastructure.

Key Themes Discussed:

• Oil & Gas Foundations: Jericho’s portfolio includes low-decline, cash-flowing assets in central Oklahoma, developed with a long-term focus on existing infrastructure and equity partnerships.
  
  
• New Growth Path – Modular Data Centers: Leveraging stranded natural gas and fiber-optic proximity to power modular data centers—offering lower-cost, scalable alternatives to hyperscale builds. This initiative is positioned to address AI-driven demand and grid constraints.
  
  
• Digital Real Estate Model: Jericho aims to own and operate modular units, while tenants customize the compute side. Future plans include partnerships with nearby gas producers to expand this model across underutilized fields.
  
  
• Hydrogen Technologies: A secondary business line focused on industrial decarbonization, with near-term deployments including a boiler retrofit at a major university and a high-temperature alkaline electrolyzer solution through its Aetna subsidiary.
  
  
• Investment Outlook: With a current ~$55M market cap (CAD), Jericho is aiming to re-rate from a traditional microcap energy play to a tech-enabled infrastructure story, potentially attracting new investors and valuation multiples.

More questions for Brian? Please email me (Fleck@kereport.com) or comment below. 

Click here to visit the Jericho Energy Ventures website to learn more about the company.