Research
Surging U.S. power needs drive gas infrastructure opportunity
Mar 17, 2026
Driven by broad electrification, industrial onshoring, and an unprecedented AI data center buildout, US electricity demand is experiencing a step-change in growth that the traditional power grid is struggling to accommodate.
To bypass utility grid bottlenecks and meet aggressive construction timelines, tech giants and data center operators are increasingly turning to dedicated, on-site natural gas turbines for reliable, rapid, and scalable power.
Midstream companies are expanding natural gas pipelines to help meet demand from utilities and to serve data centers directly, driving long-term EBITDA growth for the space.