Mag 7's AI Boom Will Supercharge Natural Gas Sector As Power Demands Become Insatiable: Analyst
Mag 7's AI Boom Will Supercharge Natural Gas Sector As Power Demands Become Insatiable: Analyst
As the Magnificent Seven races to dominate artificial intelligence (AI), their power demands are pushing natural gas into the spotlight.
随着科技七巨头竞相主导人工智能（AI），它们对电力的需求使天然气成为焦点。
According to JPMorgan analyst Arun Jayaram, power demands could add 1.9 Bcf/d to U.S. natural gas consumption by 2028.
根据摩根大通分析师阿伦·贾亚拉姆的说法，到2028年，电力需求可能会使美国天然气消费增加1.9 Bcf/d。
AI, Electrification Light Up The Grid
人工智能和电气化点亮电网
From powering data centers to meeting the electrification needs of a tech-driven economy, natural gas is becoming indispensable.
从为数据中心提供电力到满足科技驱动经济的电气化需求，天然气正变得不可或缺。
Meta Platforms Inc's (NASDAQ:META) $10 billion data center campus in Louisiana, for example, is tied to a proposed 1.5 GW natural gas plant. Renewables are part of the mix, too. But the availability and affordability of natural gas are making it a critical piece of the energy puzzle.
例如，meta platforms公司的（纳斯达克：META）100亿的数据中心校园与提议的1.5 GW天然气发电厂相关联。可再生能源也是其中的一部分。但天然气的可用性和可负担性使其成为能源难题的关键因素。
Read Also: What's Going On With Magnificent 7 Stocks?
另请阅读：科技七巨头股票发生了什么？
The LNG Boom: Full Speed Ahead
LNG热潮：全速前进
Liquefied natural gas (LNG) is also seeing explosive growth. U.S. LNG export capacity, now at ~14 Bcf/d, is set to hit ~22 Bcf/d by 2026 and could soar to ~26 Bcf/d by 2030.
液化天然气（LNG）也在快速增长。美国的LNG出口能力目前约为14 Bcf/d，预计到2026年将达到约22 Bcf/d，并可能在2030年之前飙升至约26 Bcf/d。
This bodes as good news for investors in the United States Natural Gas Fund LP (NYSE:UNG) and the ProShares Ultra Bloomberg Natural Gas (NYSE:B).
这对投资美国天然气基金LP（纽交所：UNG）和两倍做多彭博天然气etf-proshares（纽交所：B）的投资者来说是个好消息。
Key projects like Port Arthur and Rio Grande are driving this expansion. There's even more upside possible if a Trump administration lifts permitting barriers. The global appetite for LNG, fueled by geopolitical shifts and the energy transition, ensures a robust runway for U.S. exports.
波特阿萨和里约格兰德等关键项目正在推动这一扩张。如果特朗普政府解除许可壁垒，还有更大的上升空间。全球对液化天然气的需求在地缘政治变动和能源转型的推动下，确保了美国出口的良好前景。
Mag-7's Capex Frenzy Powers The Surge
科技七巨头的资本支出热潮推动了增长
The Mag 7 are pumping unprecedented capital into AI, with more than $500 billion in capex and R&D projected over the next year. This spendathon is reshaping industries, and natural gas is riding the wave.
科技七巨头正在将前所未有的资本投入到人工智能中，预计在未来一年内资本支出和研发将超过5000亿。这场支出狂潮正在重塑行业，而天然气正搭上这股浪潮。
The U.S. saw an 88% year-over-year surge in gas turbine orders, driven by soaring electricity demand. Jayaram notes this AI-fueled capex boom rivals the U.S. defense budget in scale, signaling massive systemic change but also raising concerns about overinvestment.
美国看到燃气轮机订单同比激增88%，这主要是由于电力需求激增。杰亚拉姆指出，这一由人工智能推动的资本支出热潮在规模上与美国的军工预算相当，预示着巨大的系统性变化，但也引发了对过度投资的担忧。
As AI transforms the economy, natural gas is cementing its role as a cornerstone of the energy landscape. Whether it's powering data centers, fueling LNG exports, or keeping the lights on in an electrified world, natural gas is poised to ride this tech-driven tidal wave.
随着人工智能改变经济，天然气正巩固其作为能源格局基石的角色。无论是为idc概念供电，还是为液化天然气出口提供燃料，或是在电气化的世界中保持电力供应，天然气都准备乘上这股技术驱动的浪潮。
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Image: Shutterstock
图片：shutterstock
