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HPI Market Data Book 2026: Global construction – Americas
Capex is concentrated in gas processing and LNG in the US, while in Canada the reverse is true
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Chavez’s socialist reforms boosted state control but pushed knowledge and capital out of the sector, opening the way for the US shale revolution
Gas US
David Blackmon
3 June 2025
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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

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