Surging U.S. Power Needs Drive Gas Infrastructure Opportunity

VettaFi Research4.5K FollowersFollow5ShareSaveComment(1)SummaryDriven 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. Apriori1/iStock via Getty Images By Kyle Richards US power demand is experiencing a historic surge, fueled by broad electrification and a massive wave of AI data center construction. With the traditional electrical grid struggling to keep pace, data center operators are increasinglyThis article was written byVettaFi Research4.5K FollowersFollowVettaFi, a data, analytics, and thought leadership company, is transforming financial services from an industry to a community—one relationship at a time. In addition to providing interactive online tools and research, VettaFi offers asset managers an array of indexing and digital distribution solutions to innovate and scale their businesses. With $14 billion in assets benchmarked to its indexes – and more than 200 customers globally – asset managers look to VettaFi for benchmarks and best-in-class index solutions at competitive prices.