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
25 July 2025
Mozambique’s insurgency continues, but the security situation near the LNG site has significantly improved, with TotalEnergies aiming to lift its force majeure within months
25 July 2025
There is a bifurcation in the global oil market as China’s stockpiling contrasts with reduced inventories elsewhere
24 July 2025
The reaction to proposed sanctions on Russian oil buyers has been muted, suggesting trader fatigue with Trump’s frequent bold and erratic threats
24 July 2025
Trump energy policies and changing consumer trends to upend oil supply and demand