US AI to power gas growth
Datacentres to drive demand for gas and position the fuel as more than just a bridging solution
Gas is poised to be one of two big winners in the rising competition to provide reliable, 24/7 power generation to datacentres in the US and around the world. The nature of the rapidly evolving field means gas will likely not be just a temporary solution to a more permanent future powered by nuclear or another aspirational fuel source. As the number and size of power-hungry AI-related datacentres continue to expand, questions related to how their electricity needs will be satisfied become increasingly important to all stakeholders. Datacentre developers in some areas are discovering local power grids cannot be relied on to fill their needs and are developing plans for workable alternative so
Also in this section
4 December 2025
Time is running out for Lukoil and Rosneft to divest international assets that will be mostly rendered useless to them when the US sanctions deadline arrives in mid-December
3 December 2025
Aramco’s pursuit of $30b in US gas partnerships marks a strategic pivot. The US gains capital and certainty; Saudi Arabia gains access, flexibility and a new export future
2 December 2025
The interplay between OPEC+, China and the US will define oil markets throughout 2026
1 December 2025
The North African producer’s first bidding round in almost two decades is an important milestone but the recent extension suggests a degree of trepidation
