US Natural Gas: Competing Demand from AI Data Centres and LNG Exports
PRAGMA Webinar Series | Episode 1
US natural gas sits at the centre of two major demand stories: the electricity needed to power AI data centres and the LNG exports supplying international markets. How these develop alongside one another will have implications for gas supply, infrastructure and investment.
We’re launching the PRAGMA Webinar Series, conversations shaping the future of energy and investment, with a closer look at these intersecting demands.
In our first episode, Amy Miller, CEO of PRAGMA, sits down with Giacomo Prandelli, Founder of The Merchant’s News, to explore how AI-driven power demand and expanding LNG export capacity could reshape the US natural gas market.
The conversation will examine the relationship between domestic gas demand and international LNG markets, the infrastructure needed to serve both, and how the timing of new supply and capacity could influence prices and capital allocation.
This is a conversation for investors and operators assessing where demand could translate into investment opportunities and which constraints will determine the pace of delivery.
US Natural Gas: Competing Demand from AI Data Centres and LNG Exports
19 October 2026 | 2:00 PM UK | 9:00 AM New York | 8:00 AM Houston
Featuring Giacomo Prandelli, Founder of The Merchant’s News
Hosted by Amy Miller, CEO of PRAGMA
