US AI data centers are projected to become the fifth-largest consumer of natural gas globally by 2035, with daily consumption expected to reach 15 billion cubic feet. This surge in demand is driven by the increasing need for compute power, leading data centers to rely heavily on gas turbine generators. While companies are exploring cleaner energy solutions like small modular reactors, these are not yet commercially viable, prompting a continued reliance on natural gas in the interim. The increased demand could strain supply, potentially raising prices for consumers, though some experts believe undeveloped gas fields could meet the need. AI
IMPACT Signals a significant increase in energy demand, potentially impacting global energy markets and environmental policies.
RANK_REASON The projection of a major energy consumer shift due to AI infrastructure demand.
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