We consider:
- Emerging US hotspots where natural gas supply, pipeline access, and data centre development align.
- How well-prepared the US power system is to support the AI data centre boom.
- The rising trend of onsite natural gas generation for AI loads.
- The connection between LNG expansion in the US and domestic gas demand.
- What the emerging triangle between gas supply, LNG terminals, and data centre hubs means for regulatory policy and investors.
- And much more.
