MRP 306: The Truth About AI and Natural Gas Prices: Real Demand or Just Another Bubble?
Update: 2025-10-30
Description
In this episode, we dive into what's driving natural gas prices higher and what mineral and royalty owners can expect in 2026 and beyond. We explore how two major forces are reshaping the market: the explosive growth of AI data centers that require massive amounts of electricity, and the continued expansion of liquefied natural gas (LNG) exports to meet global demand. We break this all down into real numbers and what it could mean for natural gas prices in 2026 and beyond. As always for links to the resources mentioned in this episode, check out the show notes at mineralrightspodcast.com.
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