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.
隨着科技七巨頭競相主導人工智能（AI），它們的能量需求正在推動天然氣進入聚光燈下。
According to JPMorgan analyst Arun Jayaram, power demands could add 1.9 Bcf/d to U.S. natural gas consumption by 2028.
根據摩根大通分析師阿倫·賈亞拉姆的說法，到2028年，功率需求可能使美國天然氣消耗量增加1.9 Bcf/d。
AI, Electrification Light Up The Grid
人工智能、電氣化點亮電網
From powering data centers to meeting the electrification needs of a tech-driven economy, natural gas is becoming indispensable.
從爲數據中心提供動力到滿足以科技驅動爲主的經濟的電氣化需求，天然氣變得不可或缺。
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，納斯達克上的meta platforms公司（META）在路易斯安那州擁有價值100億美元的數據中心園區，與一座擬議的1.5 GW天然氣電廠有關。可再生能源也是其中的一部分。但是天然氣的可供性和價格可承受性使其成爲能源難題中的關鍵因素。
Read Also: What's Going On With Magnificent 7 Stocks?
閱讀更多：科技七巨頭股票有什麼情況？
The LNG Boom: Full Speed Ahead
LNG繁榮：全速前進
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.
液化天然氣（LNG）也正經歷爆炸式增長。美國的LNG出口能力目前約爲14 Bcf/d，預計到2026年將達到約22 Bcf/d，並可能在2030年升至約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).
這對美國天然氣基金LP（紐交所: UNG）和兩倍做多彭博天然氣etf-proshares（紐交所:B）的投資者來說是個好消息。
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.
關鍵項目如波特阿瑟和里約格蘭德正在推動這種擴張。如果特朗普政府取消許可障礙，可能會有更大的上升空間。全球對液化天然氣的需求受到地緣政治變化和能源轉型的推動，確保美國出口有一個強勁的發展機遇。
Mag-7's Capex Frenzy Powers The Surge
科技七巨頭的資本支出狂潮推動了這次激增。
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.
科技七巨頭正在向人工智能投入空前的資本，未來一年預計投入超過5000億美元用於資本支出和研發。這筆龐大的資金投入正在重塑行業，而天然氣正在順應這股浪潮。
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.
美國的燃氣輪機訂單同比增長88％，受到電力需求激增的推動。Jayaram指出，這種由人工智能驅動的資本支出熱潮在規模上與美國國防預算相當，暗示着巨大的系統性變革，但也引發了對過度投資的擔憂。
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.
隨着人工智能改革經濟，天然氣正在鞏固其在能源領域中的地位。無論是爲數據中心供電、推動液化天然氣出口，還是在電氣化世界中保持燈火通明，天然氣都準備好乘着這股科技浪潮。
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Image: Shutterstock
圖片：shutterstock
