How AI is changing the natural gas industry

About this episode

This episode discusses the impact of AI and investment in data centers on the natural gas industry and energy security.

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. Neal explains why "speed to power" is a priority, and why gas plays such a key role in providing the reliable 24/7 firm capacity hyperscaler clients require. Relying on gas as a key component of the power generation mix means managing a…

People in this episode

Host: Ed Crooks

Guest: Neal Kalita

Topics covered

• AI in energy
• natural gas industry
• energy security
• greenhouse gas emissions
• data centers
• power generation

Keywords

• AI
• natural gas
• energy security
• greenhouse gas emissions
• data centers
• power generation
• electricity demand

Mentioned in this episode

Organizations: NTT Global Data Centers, Wood Mackenzie

Places: Strait of Hormuz

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