US Data Centers Projected to Consume 15 Billion Cubic Feet Daily of Natural Gas by 2035
US data center gas consumption is set to surpass most sovereign demand profiles by 2035, driven by AI power requirements and LNG export schedules. This creates direct competition for domestic supply between technology firms and export terminals. Production shortfalls would raise prices and test existing policy commitments to both sectors.
The pattern aligns with prior US energy policy choices that prioritized export infrastructure and technology sector expansion over coordinated domestic supply planning. Primary records from FERC approvals and DOE export authorizations document the sequencing that now links AI infrastructure directly to upstream gas development without intermediate storage or nuclear alternatives at scale.
EIA: US dry gas production will reach 115 billion cubic feet per day by 2035 or prices will exceed $5 per million BTU for two consecutive quarters.
Sources (2)
- [1]Primary Source(https://www.eia.gov/naturalgas/)
- [2]Supporting Source(https://about.bnef.com/)