America’s new gas boom. Can the industry meet soaring demand to power AI and export LNG while keeping energy affordable at home?

Natural gas serves as a primary engine for global energy abundance, economic growth, and decarbonization. Toby Rice, CEO of EQT, advocates for expanding US natural gas production to create a massive surplus, which displaces carbon-intensive coal and provides energy security to international allies. This strategy leverages the scalability of shale technology and emphasizes carbon capture as a transformative tool for achieving zero-carbon energy. Beyond domestic production, the discussion highlights the critical link between energy access and global wealth, exemplified by the Energy Corps non-profit’s efforts to bring modern energy solutions to emerging markets. By maintaining a low-cost structure and vertical integration, EQT aims to provide reliable, affordable energy while navigating geopolitical volatility and the rising power demands of artificial intelligence, ultimately positioning natural gas as a cornerstone of a sustainable, prosperous future.