From Data Centers to LNG – The Coming Surge in Natural Gas Demand

NGI’s managing editor of markets Kevin Dobbs joins colleague Leticia Gonzales, managing director of North American natural gas pricing, to size up the state of the U.S. natural gas market facing a demand explosion unlike anything it's seen in years.

 

The two break down what's driving the surge, from AI-powered data centers that could account for up to 8 Bcf/d demand by decade’s end to a massive LNG buildout adding another 15 Bcf/d over the next five years.

 

Drawing from the LDC Gas Forums Mid-Continent conference in Chicago, they tackle questions such as: Can production ramp fast enough to meet this demand? Where will the new supply come from? And with forward prices already climbing, what happens if a brutal winter throws another curveball into the mix?