Is it overlooked the gas that has been overlooked by the new investor on oil thanks to artificial intelligence?

The dynamics have now changed – especially in the heart of Sakher Marcelus in Pennsylvania. The demand for gas began in prosperity thanks to the frenzy that feeds on electricity from databases, high LNG exports (LNG), and continuous retirement of bright charcoal stations that are replaced with relatively pure gas.

Many of the best gas producers in the country, including energy expansion, eqtand Range resourcesAnd ANTERO ResourcesAll of them have the main effects of Apalashian feet and the maximum values of the market, which increased by 25 % to 75 % over the past 12 months.

During, The shares of the likely oil are almost all of the raw oil belowSoaking in the prolonged recession from the medium prices, the growth of weaker demand, and the high high OPEC production.

“With the resource -rich capabilities in the Marcelus basin and the component of the increasing demand for artificial intelligence centers, data and power, it really puts us well to help form the artificial intelligence revolution that will happen here in the United States.” luck.

A decade ago, the wealth of the gas industry focused on the seasonal and the coldness of each winter, Digner said. “We are now talking about power centers and data and the Lng mainly over the next few years. These are all large and varied ingredients for the request that make us really excited about the durability of our business model.”

In the first place, the Apalashian region is produced by Marcellus and UTICA SHAE in Pennsylvania, West Virginia, and Ouhayu-more than a third of the gas in the country-and by oil-with its proximity to the growing data center in Virginia, and now, more than the expected AI infarction in Appalachia.

After two decades, the demand for power in the United States remained relatively stagnant, Local electricity is expected to consume To increase 25 % from 2023 to 2035 and about 60 % from 2023 to 2050, largely paid from AI and data centers, according to the International Energy Agency.

Likewise, the exports of high liquefied natural gas will double by 2030. According to a new or green construction along the US Gulf coast, it is expected that liquefied natural gas exports will increase from 15 billion cubic feet per day in 2024 to at least 30 billion per day by the end of 2030.

“It was day and night when you look at the names of the gas in exchange for the names of oil,” said Gabriel Sorbara, the power analyst in Sepert Williams Shank and Co..

Appalachia’s Tech Boom

The chairman and CEO of Angeo Paul Rady said in a statement that the industry is now expecting the demand for natural gas by 25 % by 2030, led by LNG growth and then by Therst Power Center.

This is an amazing leap for an American sector that pumps 107 billion cubic feet of gas per day – doubling the amount since the country’s rock gas boom began 20 years ago.

All adult gas producers exceed their production this year with targets to continue to increase at least two or three years. But they do this without a significant rise in spending due to the processed operational efficiency through drilling and completing wells.

Range Resources, for example, aims to increase its production by 20 % by the end of 2027. But Range does this while only two drilling platforms. For comparison, the large oil giant and the leading producer in the pump Exxon Mobil He has at least 35 platforms working in the huge West Texas, the oil basin.

“These wells (Marcellus) are only huge,” said Sorbara.

Instead, the question marks focus on the growth of careful demand, timing, and gas pricing, making gas players relatively conservative when it comes to increasing production, building new pipelines, and fixed pricing deals with data center developers.

For example, since mid -June, natural gas prices and stock values decreased slightly due to the most moderate weather and high gas storage levels. But this does not slow down.

Range sends about half of its gas in Pennsylvania to the exports of the US Gulf Coast and export liquefied natural gas, but due to the restrictions of pipelines, the additional growth comes almost from the regional demand for the data center.

In July, Trump described 92 billion dollars of energy and investments of artificial intelligence in Pennsylvania from Easter, Energy generators and more. For example, Range has a new partnership with the Impierial Land Industrial Park in Pennsylvania to feed the new gas -based power generation for data centers.

The Homer City city complex in Pennsylvania will soon become the largest gas station in the country. The huge charcoal factory, 1.9 east Petsburg, is converted into natural gas with up to 4.5 GB of energy capacity to serve the campus of the sprawling data center.

The largest gas producer, EQT, was recently created to provide gas to Homer and to the planned shipping station in Pennsylvania, which is also converted from coal. EQT provides pipelines to fuel planned gas stations in West Virginia in the heart of the country of coal.

Toby Rice, CEO of EQT, said in his profits call: “The cluster impact of these AI data centers and these ecosystems will only continue to build on themselves,” said Toby Rice, CEO of EQT. “With the growth of momentum in the operational fingerprint, we believe that the opportunity may become greater.

He added: “One of the reasons that make people choose this area to build their data centers is that they are building over a lot of gas infrastructure.”

There may be the current bottle neck on gas turbines to build power plants, but manufacturing is escalating and most of the excessive projects after a few years of access to the Internet.

The best natural gas producer in the country is unknown for energy because it was formed only 10 months ago through a mixture of Cispec and South West Energy. Expase features huge factors in Appalachia and Gassy Haynesville in northern Louisiana near LNG centers.

“It is a very exciting time for natural gas,” said Nick deluso, CEO of the company. “You have people who realize the value that the gas plays in the economy, and the efficiency that the gas creates for growth in energy demand, which is all related to our growing economy that is fueled by the innovation -related innovation

Gas players are more confident that they will not flourish and statue. Marcelus has large reserves for decades as long as it does not exaggerate excessive.

“We can do this for decades to come, and now you are talking about the request component (data center) that will come greatly on reliability, repetition and stock (gas).” luck. Of course, the range flourishes on the three, and confirmed.