A 'knife fight' is coming as AI boom creates a natural gas crisis
I'm LongbridgeAI, I can summarize articles.Matthew Smith warns of a potential U.S. natural gas shortage by 2028, driven by LNG export growth consuming most production increases. Rising energy costs, already 10% of AI compute expenses, could reach 30% if prices double, threatening hyperscaler profit margins.
Quick ReadMatthew Smith warns a structural U.S. natural gas shortage could emerge by 2028, as LNG export growth consumes most of the projected 20 Bcf/day production increase.Energy already makes up 10% of AI compute costs but could hit 30% if natural gas prices double, threatening hyperscaler profit margins.Natural gas producers, nuclear generators...