AI-Driven Natural Gas Demand Set to Surge by 2030

The rapid growth of artificial intelligence is poised to become a significant driver of natural gas demand in the United States. According to Primary Vision's AI Power Demand Database, approximately 30-33 GW of electricity will be required to power AI infrastructure by 2030.

Using a standardized engineering conversion framework, Primary Vision translates this electricity demand into equivalent natural gas consumption. The framework assumes that AI load is fully served by natural gas generation and considers differences in generating efficiency.

The results indicate that AI could become a meaningful new source of structural natural gas demand, with implied natural gas demand ranging from 4.05-4.46 Bcf/d under the Low scenario to 6.24-6.86 Bcf/d under the High scenario by 2030.