BloombergNEF forecasts that gas use for data center
electricity will climb by 15 billion cubic feet per day by 2035, exceeding
consumption in nearly every country except China, Russia, Iran, and the U.S.
overall.
Moody’s estimates $110 billion needed by 2030 for 45 gigawatts of new capacity, mostly from natural gas alongside solar, storage, and some nuclear.
Data centers could claim 10% of U.S. electricity by 2030, rising toward 20% by 2035, favoring reliable gas power while grids adapt and potentially raising costs.