AI BOOM SET TO SUPERCHARGE U.S. GAS DEMAND U.S. data centers could add 15 Bcf/d of natural gas demand by 2035, more than double BNEF’s prev…
AI BOOM SET TO SUPERCHARGE U.S. GAS DEMAND
U.S. data centers could add 15 Bcf/d of natural gas demand by 2035, more than double BNEF’s previous forecast.
Gas is expected to supply 69 % of new grid‑connected data center power, while LNG exports add further pressure.
Market angle: producers may need an extra 11 Bcf/d beyond planned output growth, potentially ending the era of cheap U.S. natural gas.