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03.06.25 - 17:36
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AI Data Center Boom Requires A Lot Of Natural Gas (ZeroHedge)
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AI Data Center Boom Requires A Lot Of Natural Gas
UBS expects the AI data center construction boom, which was ignited during the Trump era, to generate structural tailwinds for the U.S. economy starting in 2026. In a recent conversation, one asset manager backing a mega data center project in Texas explained it's going to be "sprint" mode for the industry through the end of the decade. Adding this all up is not rocket science, and that's why a new UBS note maintains a bullish outlook on data center-driven power demand, particularly for natural gas-linked utilities and midstream names.
UBS analysts, led by Manav Gupta, noted that U.S. hyperscalers are pouring hundreds of billions into AI data centers, driving an unprecedented surge in power demand.
He said NatGas infrastructure is quickly emerging as the most reliable backbone infrastructure for this explosive growth, creating a structural tailwind for nat gas-levered midstream names— The Williams Companies (WMB), Energy Transf...
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31.05.25 - 09:12
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Energiekonzern: Gasförderung vor Borkum erfüllt Erwartungen (DPA-AFX)
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BORKUM (dpa-AFX) - Rund zwei Monate nach dem Beginn der umstrittenen Gasförderung in der Nordsee vor den Wattenmeerinseln Schiermonnikoog und Borkum ist der Energiekonzern One-Dyas mit der Produktion zufrieden. "Die ersten Monate der Erdgasförderung aus ......
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23.05.25 - 16:12
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U.S. Natural Gas Futures Pick Up (WSJ EN)
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U.S. natural gas futures rose slightly and look to end the week little changed with downside from recent large storage builds countered by expectations of warmer summer weather to lift power-sector demand....
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