Natural gas is America’s secret weapon in Ai Power Race

The best natural gas manufacturers and pipeline operators expect the industry and the different states of the United States to accelerate the approval and development of natural gas infrastructure in the new normal US market for growing demand and consumer accounts.

US payers have seen electricity prices Increasing than inflation in the United States in the last three years. These increases are intended to exceed the rate of inflation by 2026, says the energy information administration.

At the same time, the United States has never produced more energy than now, with a A record amount in 2024 and increase the production of oil and natural gas also in 2025.

The abundance of energy can help with more power accounts for electric utilities for consumers – if there is enough gas connected to the power supply centers for data and production, the main engines of the growth of energy demand in the United States.

After all, energy costs It will lead to various states in the United States, approving additional gas infrastructure, EQT Corp, one of the best producers of natural gas in America, Reckons.

“We have never produced more energy than we now produce, but the energy accounts of Americans are over 35%,” EQT CEO Toby Rice said During the meeting of the Bloombernef summit in Houston in Houston this week.

“This is the catalyst who will make people ask questions,” the executive added.

His opinion that the additional infrastructure, the most gas, will help reduce the increased consumer energy bills, is shared by Cynthia Hansen, Executive Vice President and President, Gas and Medium Streaming at Giant Giant Enbridge and Chris James, founder and chief investment director in engine.

Texas, Pennsylvania, Ohio and Louisiana-key conditions producing gas, thanks to the shale regions of the perman, apalahia and Haineville, can be fronts in the race to add more gas infrastructure, Hansen said in ending. Big Tech is intelligence for sites in these states against the background of the increasing interest in building data centers there to take advantage of the nearby gas delivery and a more friendly regulatory environment, Hansen said at the BNEF summit.

So far, this decade is the development of gas infrastructure diverted due to the opposition of US countries to host more pipelines and the rotation of Biden’s administration to help renewable energy and say oil and gas companies that are things from the past.

But as the Trump administration strongly supports US energy domination, it has increased oil and gas production and relieves regulatory weight approval, new infrastructure – pipeline and power plant – it can appear online to help increase increasing electricity demand.

Analysts also rely on natural gas to help feed AI Boom in America.

Directing production activity and AI -related data centers lead to an increase in electricity consumption in the US, says Goldman Sachs in A A report Earlier this year.

The demand for electricity in the United States is expected to increase by 2.4% each year by 2030, such as AI associated with AI, represents about two -thirds of the increase in demand for electricity in the country, the investment bank said.

More than $ 700 billion in network investment is expected in the country by 2030, as US infrastructure must be updated to comply with unprecedented electricity demand growth, according to Goldman Sachs.

Natural gas is best positioned for capturing the greater part of the growth, according to the Investment Bank.

“Natural gas will benefit significantly from the increasing demand for electricity and the requirement for 24/7 continuous supply. It is the most fading of all energy sources and an abundant domestic resource,” says Goldman Sachs.

The biggest economy in the world will Need all energy sources To ensure that energy demand is satisfied. Natural gas is the largest short-term winner in AI progress, but renewable energy sources will also play a key role in powering next-generation calculation data centers, analysts say.

By Tsvetana Paraskova for Oilprice.com

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