The AI boom is driving a surge in power demand, reshaping how natural gas moves through the U.S. interstate pipeline network. Hyperscale data centers are increasingly generating their own power on-site, leading to an estimated 2.1 Bcf/d of incremental gas demand through 2030. This trend presents new risks for investors, including unexpected price spikes and capacity constraints due to behind-the-meter consumption bypassing traditional market reporting.
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