The Role of Gas in Powering AI-Driven Energy Demand

Electricity demand growth is surging as data centres are becoming the new “industrial load” of the artificial intelligence (AI) economy, and their electricity consumption is projected to double to 800-1000 TWh by 2030.

While renewables are expected to provide about half of the data centres’ electricity consumption by 2030, their inherent variability creates a mismatch with the flat, 24/7 load profile of data centres which requires not only more generation but, also, significantly more dispatchable capacity.

This Report argues the case for long-term energy planning to remain fact-based, transparent, and grounded in realistic assumptions about electricity infrastructure and the rapid expansion of AI driven technology, while demonstrating the role of Gas in powering this ever-increasing AI-driven energy demand.