Data Centers Could Supercharge US Gas Demand

The podcast "Switched On" features Tom Rowlands-Rees interviewing Henry Eaton, a BNEF gas market analyst, about the increasing demand for energy from AI data centers in the US and the potential role of natural gas in meeting this demand. They discuss the scale of data center growth, regional distribution, and the implications for gas infrastructure and demand. The conversation covers the advantages of using gas for data center power, the challenges of grid interconnection, and the potential for data centers to be located near gas production areas like the Permian Basin. They also compare the growth in gas demand from data centers to the growth from liquefied natural gas (LNG) exports, highlighting the strategic importance of gas in the US energy landscape.