Industry Newsdatacenter energygas fired generationrenewables integrationdemand forecasting
Gas Demand Drives AI Datacenter Power Growth
8.2
MOSCOW, Jan. 15 — The International Gas Union (IGU) reports gas-fired power for AI datacenters could nearly double by 2035, increasing natural gas demand by about 60 billion cubic meters and adding roughly 30 bcm by 2030. IGU forecasts datacenter electricity use will reach 800–1,000 TWh by 2030 and 1,800–2,000 TWh by 2040, noting renewables' intermittency leaves a role for flexible gas capacity.
Key Points
- 1Forecasts indicate gas-fired datacenter generation could nearly double by 2035, adding about 60 bcm.
- 2Highlights renewables will supply ~50% by 2030 but lack multi-day stability for continuous datacenter load.
- 3Implies operators and grids must secure flexible, dispatchable gas capacity and longer-duration storage options.
Scoring Rationale
Official IGU forecast gives credible, industry-wide implications with clear numbers, though it offers limited novelty beyond sector projections.
Sources
Public references used for this report.
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