Soaring Demand from AI Is Already Straining Energy Capacity – Permitting Reform and Expanding Natural Gas Infrastructure Can Unlock a Lower-Carbon, Affordable Energy Future.
Artificial intelligence is revolutionizing healthcare, education, scientific research, and nearly every facet of our economy. But this rapid transformation comes with an urgent challenge: AI alone is projected to drive a 20% increase in U.S. electricity demand by 2030. According to Goldman Sachs, natural gas is expected to meet 60% of that demand.
Industry leaders, including Microsoft, have warned that our current electric grid is nearing its limits. To meet the surging power requirements of AI infrastructure, natural gas-powered electricity offers the steady, reliable, and affordable solution we can count on — right now.
While renewable energy remains a vital part of our clean energy future, we cannot afford to wait decades for it to scale alone. America’s AI-driven progress depends on data centers and high-powered computing that demand consistent, around-the-clock energy — something renewables alone can’t yet guarantee. A strong partnership between natural gas and renewables is essential.
Natural gas is not only a practical solution — it has strong, bipartisan support. A strong majority of voters (69%) support increased natural gas production, including:
- 85% of Republicans
- 63% of Independents
- 59% of Democrats
Natural gas’ bipartisan appeal, affordability, and reliability make it a key player in securing the energy needed to fuel AI innovation, ensuring the U.S. can remain competitive worldwide and stay ahead of hostile global competitors like China, while keeping costs manageable for consumers.
To unlock this potential, the U.S. must act. Permitting reform is critical to expanding and modernizing our natural gas infrastructure. By streamlining approvals and accelerating development, we can:
- Meet America’s growing energy needs
- Reduce emissions through cleaner energy sources
- Protect households and businesses from rising electricity costs