Natural Gas is America’s Secret Weapon in the AI Power Race

Senior natural gas producers and pipeline operators expect that the industry and various American states will accelerate the approval and develop the natural gas infrastructure in the new ordinary US electricity market for high demand and consumer bills.

US price motivations have witnessed the high rate of electricity at a faster rate than inflation in the United States during the past three years. These increases are scheduled to exceed the inflation rate until 2026, says Energy Information Administration.

At the same time, the United States has never produced more energy than now, with a record quantity in 2024 and the high oil and natural gas production in 2025 as well.

The abundance of energy can help reduce the electrical facilities bills for consumers – if there is enough gas associated with data and manufacturing centers, the basic growth engines of demand for American energy.

Ultimately, distinguished energy costs will lead to the approval of the various American states on the additional gas infrastructure, EQT Corp, one of the best natural gas producers in America, believes.

“We haven’t produced more energy than we now produce, but US energy bills have increased more than 35 %,” Toby Rice, CEO of EQT, said during the Bloombergn Summit at the Houston AI era.

“This is the catalyst that will make people ask questions.”

His view is that the additional infrastructure, and most of all, will help reduce the high consumer energy bills by Cenatia Hansen, Vice president and CEO, transport gas and gas in Enbridge giant pipelines, and Keress James, founder and chief investment employee in Engine 1, an investment company.

Hansen said that the United States that produces gas thanks to the rocky areas where Berberidg Innszz is Texas, Pennsylvania, Ouhayu and Louisiana-the main gas producing countries thanks to the rocky areas can be the outskirts of Permali, Apalchia and Hinzville-in the race to add more gas infrastructure. Hansen said at the Bnef summit that large technology discovers sites in these states amid a growing interest in building databases there to take advantage of the nearby gas supplies and the friendly organizational environment.

Until now the contract, the development of gas infrastructure has been avoided due to the American states opposition to hosting more pipelines and the Biden administration axis to support renewable energy and inform oil and gas companies as things in the past.

But with the Trump administration supporting the power of US energy dominance, increasing oil and gas production, and alleviating the organizational burdens of project approvals, a new infrastructure – pipelines and power generation plants can come to help meet the increasing demand for electricity.

Analysts are also betting on natural gas to help feed the artificial intelligence arm in America.

Goldman Sachs said in a report earlier this year that the burning of manufacturing activities and prosecution data centers are leading an increase in electricity consumption in the United States.

The Investment Bank said that the demand for electrical energy in the United States is expected to increase by 2.4 % every year until 2030, with an Amnesty International demand that represents about two -thirds of the country’s increasing demand.

More than $ 700 billion of network investments in the country are expected to be updated until 2030, where the US infrastructure must be updated to accommodate unprecedented growth to demand electricity, according to Coldman Sachs.

It is better to put natural gas in the position of most growth, according to the Investment Bank.

“Natural gas will benefit greatly from the high demand for electricity and the uninterrupted supply condition around the clock throughout the week. It is more flexible among all energy sources and an abundant local resource,” said Goldman Sachs.

The world’s largest economy will need all energy sources to ensure energy demand is met. Analysts say that natural gas is the largest winner in the near -term progress of artificial intelligence, but renewable energy sources will also play a major role in operating computing data centers from the next generation.

Written by Tsfitana Paraskova for OilPrice.com

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