Natural gas: an unexpected bridge fuel
Simon Lack, Managing Partner at SL Advisors LLC and Co-Portfolio Manager of the Catalyst Energy Infrastructure Fund (MLXIX), talks us through natural gas’ emerging role as a bridge fuel that is powering two fast-growing industries: AI-driven data centres and US LNG exports.
We consider:
- Emerging US hotspots where natural gas supply, pipeline access, and data centre development align.
- How well-prepared the US power system is to support the AI data centre boom.
- The rising trend of onsite natural gas generation for AI loads.
- The connection between LNG expansion in the US and domestic gas demand.
- What the emerging triangle between gas supply, LNG terminals, and data centre hubs means for regulatory policy and investors.
- And much more.
View further information at https://sl-advisors.com
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