The article discusses the expected boom in the U.S. natural gas sector primarily propelled by the energy needs of data centers. However, the industry is confronting significant challenges such as a severe shortage of gas turbines, which can take years to secure and represent immense costs. Furthermore, the expense of constructing new gas-fired power plants has increased substantially, making renewable energy sources like solar and batteries potentially more economically viable. This situation illustrates the disconnect between ambitious energy initiatives and current realities, as rising gas demand clashes with supply limitations.
The U.S. is on the brink of a natural gas boom driven by data center power needs, but securing turbines poses significant challenges for energy companies.
The surge in AI requires massive power, pushing up gas demand, yet the costs of building gas plants have skyrocketed, raising questions about feasibility.
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