Welligence North America | The AI power rush – where the gas demand will land

September 1, 2026

If every announced project materializes, more than 120 GW of gas-to-data-center capacity would be online across North America, implying roughly 20 Bcf/d of new demand by 2031. Only 26 GW, about 4.8 Bcf/d, is sanctioned today.