How AI is changing the natural gas industry

Episode notes

There are two great forces reshaping the world of energy today. The AI boom and the wave of investment in new data centres have sent power producers scrambling for generation capacity to meet soaring electricity demand. At the same time, the severe disruption to shipping traffic through the Strait of Hormuz has put security of supply at the top of every importer's agenda. In this special episode, recorded at Wood Mackenzie's Gas, LNG and the Future of Energy Conference in London, host Ed Crooks speaks with three guests about what these twin pressures mean for gas. They discuss demand for gas for power, the sources of supply that could provide energy security in volatile times, and plans for tackling the increased greenhouse gas emissions that could result from increased consumption.First, Ed sits down with Neal Kalita, senior director of global energy management at NTT Global Data Centers, one of the world’s largest data center developers.

• The new politics of power: What's really driving up American electricity bills? And what can we do about it?76 / 100
• Methane is both a problem and an opportunity: How market-based solutions can cut emissions even after climate policy has retreated
• The Iran war and the energy transition: what happens when the world is focused on supply security, not emissions
• It is too hard to build things in America: Can permitting reform begin a new era for energy investment?
• How US utilities are adapting to a high-growth world for power demand. The head of America's largest electricity industry group explains the critical role played by regulators