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Keel Infrastructure

KEEL

Energy & Infrastructure · AI & Compute Infrastructure · Energy & Power Infrastructure

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KEEL Scrubgrass Site Analysis

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Market Price

$2.95

End-of-day price · Oct 12, 2026

Northwise Valuation

Premium investment conclusions

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Weighted Target · PremiumExpected CAGR · PremiumNorthwise Rating · PremiumScenario Valuation · Premium

The interactive forecast shows its workbook assumption date and any labelled alpha assumptions. Its baseline may differ from this published model.

Financial Model

KEEL Financial Model

Structured Northwise model framework, scenario architecture, and revision history. Investment conclusions and valuation outputs are reserved for Premium members.

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Keel Infrastructure 2030 Client Model: September 2026

Published Sep 17, 2026 · XLSX · 2.2 MB

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Current Revision

Sep 11, 2026

2026-09-11 KEEL 2030: The Price of Patience

Model Horizon

Dec 2030

Scenarios

4

Dynamic scenario framework

Model History

2 published revisions

First model · Apr 19, 2026

Scenario Valuation

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Valuation Framework

Methods currently used by the published Northwise model. Methodology is public. Valuation outputs remain protected.

Net Asset Value

Latest Model Report

KEEL 2030 Financial Model Explained: The Price of Patience. Conceptual AI infrastructure development at dusk with the KEEL logo and a sage Northwise compass; not a photograph of an actual completed KEEL site.
Model Report · PremiumPublished

KEEL Stock Forecast 2030: The Price of Patience

KEEL’s 2030 forecast follows five AI infrastructure sites through construction, tenant acceptance, debt, dilution and the cash left for shareholders.

Primary Northwise model research for Keel Infrastructure

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Recent Research

More Northwise Research on Keel Infrastructure

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KEEL Scrubgrass Site Analysis Northwise
Research Note · Free

KEEL Scrubgrass Site Analysis

Published · Updated

Scrubgrass: legacy generation, the potential 1.3 GW campus and the power, environmental and commercial work still required.

KEEL Sherbrooke Data Center Northwise
Research Note · Free

KEEL Sherbrooke Data Center

Published · Updated

Sherbrooke: the conditional consolidation of existing 96 MW into one planned AI campus, land conditions and 2028 service target.

KEEL Stock Sharon PA Data Center Northwise
Research Note · Free

KEEL Sharon PA Data Center

Published · Updated

Sharon: the 110 MW gross development, delivered transformers, permitting progress and the path to a signed tenant lease.

KEEL Panther Creek Site Northwise
Research Note · Free

KEEL Panther Creek

Published · Updated

Panther Creek: the 350 MW gross campus plan, legacy generation, current approvals and the remaining delivery milestones.