Natural gas is the United States Secret Weapon in AI’s power career

The main producers of natural gas and pipe operators expect the industry and several US states.

American taxpayers have seen electricity prices increase at a faster rate than the inflation of the United States in the last three years. These increases are established to overcome the inflation rate until 2026, says the administration of energy information.

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

The abundance of energy could help reduce electrical services for consumers, if there is sufficient gas linked to the food and manufacturing centers, the main promoters of US energy demand growth.

Eventually, peak energy costs will lead to the various US states.

“We have never produced more energy than we are producing now, but the energy bills of the Americans exceed 35%,” said EQT executive director, Toby Rice, during the ‘Bloombergnef’s morning barrel in the AI ​​Ai’ age in Houston this week.

“That is the catalyst that will make people ask questions,” added the executive.

Cynthia Hansen, Executive Vice President and President, Vice President and Gas President of Investming, an additional opinion, the infrastructure, especially the gas, will help to break down high consumer energy invoices, and Chris James, founder and investment director in the Engine No.1, an investment firm.

Texas, Pennsylvania, Ohio and Louisiana, the key gas producing states thanks to the bituminous shale regions, the Permians, Appalaches and Haynesville, could be the favorites in the race to add more gas infrastructure, said Hansen de Enbridge. Big Tech is looking for sites in these states in a growing interest to build data centers there to take advantage of the nearby gas supply and the most friendly regulatory environment, said Hansen at the BNEF summit.

With regard to this decade, the development of gas infrastructure has been rejected due to the opposition by the states of the United States to organize more pipes and the Axis of the Biden administration to support renewable energy and tell the oil and gas companies that are things of the past.

But with the Trump administration that strongly supports the domain of American energy, the increase in oil and gas production, and facilitate regulatory loads for project approvals, the new infrastructure (pipes and energy plants) could connect online to help meet the growing demand for electricity.

Analysts are also betting on natural gas to help feed the rise of the AI ​​of the United States.

Failure to comply with the manufacturing activity and AI -related data centers are promoting an increase in electricity consumption of the United States, Goldman Sachs said in a report earlier this year.

It is expected that the demand for electrical energy of the United States will increase by 2.4% every year until 2030, with a demand related to AI that represents approximately two thirds of the incremental energy demand in the country, said the investment bank.

More than $ 700 billion of network investment in the country is expected until 2030, since the infrastructure of the United States must be updated to accommodate the unprecedented growth of the demand for electricity, according to Goldman Sachs.

Natural gas is better positioned to capture most of the growth, according to the investment bank.

“Natural gas will benefit significantly from the growing demand for electricity and the uninterrupted supply requirement 24/7. It is more flexible among all energy sources and an abundant domestic resource,” Goldman Sachs said.

The world’s largest economy will need all energy sources to ensure that energy demand is met. Natural gas is the largest short -term winner of AI advances, but renewable energies will also play a key role in promoting next -generation computer data centers, according to analysts.

By tsvetana paraskova for oilprice.com

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