This report provides an independent, fact-based assessment of the role of natural gas in meeting the incremental electricity demand driven by AI data centres.
It discusses the growth in energy demand from AI-driven data centres, the dynamics of electricity supply, and how gas acts as a critical enabler of electricity security and stability. The report also explores environmental and societal aspects, including pathways to low-carbon gas supply, and offers a regional outlook covering North America, Europe, Asia-Pacific (excluding China), China, the Middle East, and Africa. The conclusion addresses implications for policy and planning related to gas and AI-driven energy demand.