TREE NEWS reports: US data centers could add 15 billion cubic feet per day of natural gas demand by 2035, more than double a prior forecast. About 69% of the power for newly grid-connected data centers is expected to come from natural gas, while LNG exports are set to further tighten supply pressure.
AI Boom to Add 15 Bcf/d of US Natural Gas Demand by 2035
AI take
This revision matters because it reframes AI compute growth as a structural gas demand story, not just an electricity one. The concentration of new data-center power in gas, alongside LNG export pull, points to competing claims on the same molecules — a dynamic that touches power markets, pipeline economics and the cost calculus for hyperscalers. Whether that 69% gas share holds as grid interconnection queues and generation choices evolve is the open question.
Generated by AI for reference only.
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