Global Gas Demand Hits Record Highs Driven by US Exports and AI-Fueled Consumption
Global gas demand has reached an all-time high in 2025, driven by increased consumption in various sectors. According to the Global Gas Report 2026, global demand rose to 4.202 billion cubic meters, with a 1.7% increase from the previous year. This growth was mainly fueled by residential and commercial sectors, which saw an increase of 32 billion cubic meters.
The United States emerged as the largest net gas exporter in 2025, surpassing Russia with exports reaching 167 billion cubic meters. North America contributed significantly to global production, adding 54 billion cubic meters to the market. The report warns that despite this growth, the energy landscape is becoming increasingly complex, requiring new investments in supplies, LNG, storage, and infrastructure.
The crisis in the Strait of Hormuz had a moderate impact on prices, with TTF prices reaching 60 euros per megawatt hour compared to the peak of 227 euros in 2022. The report attributes this resilience to recent investments in supply diversification, LNG liquefaction, and regasification.
The rise of artificial intelligence (AI) and data centers is expected to drive energy demand even higher, with global data center capacity reaching 141 gigawatts by the end of 2025. The report highlights the need for programmable capacity, more robust networks, and tools to adapt to increasing consumption.