MRP 306: The Truth About AI and Natural Gas Prices: Real Demand or Just Another Bubble? episode artwork

EPISODE · Oct 30, 2025 · 36 MIN

MRP 306: The Truth About AI and Natural Gas Prices: Real Demand or Just Another Bubble?

from The Mineral Rights Podcast: Mineral Rights | Royalties | Oil and Gas | Matt Sands · host Matt Sands

In this episode, we dive into what's driving natural gas prices higher and what mineral and royalty owners can expect in 2026 and beyond. We explore how two major forces are reshaping the market: the explosive growth of AI data centers that require massive amounts of electricity, and the continued expansion of liquefied natural gas (LNG) exports to meet global demand.  We break this all down into real numbers and what it could mean for natural gas prices in 2026 and beyond.  As always for links to the resources mentioned in this episode, check out the show notes at mineralrightspodcast.com.

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MRP 306: The Truth About AI and Natural Gas Prices: Real Demand or Just Another Bubble?

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