Market Insight: AI is rewriting natural gas demand

May 5, 2026

A structural shift is taking shape in U.S. natural gas demand, and the catalyst is artificial intelligence. After more than a decade of flat U.S. electricity consumption, demand growth has accelerated sharply with the buildout of hyperscale data centers. Berkeley Labs estimates these facilities could add between 74 and 132 gigawatts of new electricity demand […]

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