How Distributed Energy Gets Built
In Episode 003 of The Fulfillment Series, UNRG explores what it takes to move from a power constraint to a functioning distributed energy system. The discussion covers the fuel-to-power chain, including fuel sourcing, logistics, storage, regasification, generation equipment, field deployment, monitoring, and ongoing operations.
It's about recurring revenue through integrated delivery.
They aren't just selling a gallon of LNG; they are selling the outcome of reliable power. Their 2026 revenue projections are between 15 and 20 million dollars with EBITDA margins near 30%.
That's significantly higher than a traditional oil and gas producer because they're capturing the value at every step—the production, the transport, the regasification, and the generation.
They're positioning themselves as a midstream-plus-power platform.
For the customer, it's one bill and one team to hold accountable, which is worth a premium in an industry where downtime costs thousands of dollars per second.
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