Natural gas demand is set to surge across multiple fronts over the coming years. LNG exports alone don't capture the full picture—it's actually a three-pronged catalyst that's reshaping energy markets.

First, there's the wave of premature electrification pushing regions to scale up power infrastructure faster than anticipated. Then you've got AI data centers coming online at breakneck speed, each one a voracious consumer of energy. Finally, LNG export capacity is ramping up to meet global demand.

These three forces aren't separate stories—they're interconnected drivers of nat gas demand. As infrastructure races to keep pace with AI compute buildouts and electrification goals, energy suppliers face mounting pressure. It's not just about LNG anymore; it's about the entire ecosystem competing for the same fuel source. Understanding this trifecta is key to grasping where energy markets are headed.