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Policy2026-08-15 · source-backed
The energy research firm forecasts US natural gas passing $10 per million BTU at certain hubs, against a current range of roughly $2 to $4.50 with Henry Hub just under $3. The collision is hyperscale datacenter demand, slowing domestic supply growth, and rising LNG exports, set against roughly 50 GW of behind-the-meter gas generation announced in 2025 specifically to power AI datacenters and skip grid interconnection queues. TechCrunch Noreva CEO Peter Gardett: "everyone in the energy markets has been lulled into a sense that gas prices can't go up." Read that against the roughly $1.5 trillion in accumulated AI infrastructure purchase commitments across Alphabet, Microsoft and Amazon. Those are contractual obligations, not intentions, and they assume power costs a tighter gas market would invalidate.
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