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AI data centre boom could push US natural gas demand to new highs by 2035
America’s rapid expansion of AI infrastructure is creating a new energy challenge. Data centres could become one of the biggest sources of natural gas demand growth over the next decade, putting pressure on prices, utilities and emissions as companies race to build computing capacity.
The US AI boom is beginning to reshape the country’s energy outlook, with data centres expected to become one of the largest sources of additional natural gas demand over the next decade.
By 2035, US data centres could consume around 18 billion cubic feet of natural gas a day, according to a new BloombergNEF forecast. That would put their consumption above the combined demand of Germany and Japan and represents almost twice the level the research firm was expecting just nine months ago.
