US natural gas producers and pipelines have pivoted almost in unison this year to talking up what they see as one of the strongest bullish cases for gas this decade: surging electricity demand from yet-to-be-built data centers to power artificial intelligence software. EQT, the largest US gas producer by volume, in an investor presentation last week called growing data center demand the "cornerstone" to the "natural gas bull case." Combining its own research with data from the US Energy Information Administration, the gas giant forecast an increase in gas demand of 10 Bcf/d (283mn m3/d) by 2030 to generate ... (full story)