BloombergNEF Sees U.S. Data Centers Adding 15 Bcf a Day of Gas Demand by 2035

U.S. data centers are projected to add 15 billion cubic feet a day of natural-gas demand for power generation by 2035, according to a new BloombergNEF outlook, making AI infrastructure a major new force in the gas market. The forecast is more than double BNEF's December estimate of 6.9 Bcf/d and would exceed the current gas consumption of every country except China, Russia, Iran and the United States, based on U.S. Energy Information Administration data cited in the report.