Natural gas is the secret American weapon in the artificial intelligence energy race

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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.

American prices have witnessed electricity prices It rises at a faster pace From inflation over the past three years. These increases are scheduled to exceed the inflation rate until 2026, says Energy Information Administration.

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At the same time, the United States did not produce more energy than now, with a A record amount in 2024 The high oil and natural gas output in 2025, too.

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, and Strict energy costs It will lead to various American states that agree to additional gas infrastructure, EQT Corp, one of the best natural gas producers in America, believes.

“We did not produce more energy than we are now, but US energy bills have risen more than 35 %,” EQT CEO Toby Rice He said During the summit of “Games in the era of artificial intelligence” in Bloombergnev in Houston this week.

“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 a report Earlier this year.

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 largest economy in the world You need all energy sources To ensure that 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 Oilprice.com

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