Natural gas: an unexpected bridge fuel

Simon Lack, Managing Partner at SL Advisors LLC and Co-Portfolio Manager of the Catalyst Energy Infrastructure Fund (MLXIX), talks us through natural gas’ emerging role as a bridge fuel that is powering two fast-growing industries: AI-driven data centres and US LNG exports. We consider:Emerging US hotspots where natural gas supply, pipeline access, and data centre development align.How well-prepared the US power system is to support the AI data centre boom.The rising trend of onsite natural gas generation for AI loads.The connection between LNG expansion in the US and domestic gas demand.What the emerging triangle between gas supply, LNG terminals, and data centre hubs means for regulatory policy and investors.And much more.This episode of the Hydrocarbon Engineering Podcast is sponsored by ROCKWOOL Technical Insulation. Designed for durability and sustainability, ROCKWOOL’s high-performance stone wool insulation helps control process temperatures, reduce energy loss, mitigate corrosion under insulation, and enhance fire and acoustic protection. The result – safer operations, improved asset integrity, and long-term performance across critical process industries. Learn more at https://rti.rockwool.com.