The Market Mindset takes a deep dive into Desert Mountain Energy’s recent natural gas offtake deal with Roswell Information Park LLC—an agreement that could position DME at the heart of a major AI data infrastructure buildout in New Mexico. What looks like a simple gas sale may actually be a strategic foothold in powering a 4 GW AI campus. The article also explores DME’s revenue potential, helium and hydrogen developments, and the broader policy momentum supporting its growth.
