EPISODE · Aug 4, 2026 · 15 MIN
Energy Roundup: US Natural Gas Fields Benefitting From Data Centers Strategic Positioning
from WTR Small-Cap Spotlight · host Water Tower Research
Send us Fan MailIn this episode of the WTR Small Cap Spotlight, WTR Natural Resources analyst Richard Tullis joins host Tim Gerdeman for an in-depth look at the U.S. data center buildout and the critical role natural gas is playing and is expected to continue to play in powering these energy-intensive facilities. The conversation examines supply and demand dynamics, infrastructure requirements, and the small and mid-cap names best positioned to benefit from this secular growth theme.
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Energy Roundup: US Natural Gas Fields Benefitting From Data Centers Strategic Positioning
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