Natural Gas Demand for Power Generation - Sept 4

[dan_s]

U.S. power developers are planning to sharply boost natural gas and hydropower generation capacity and are cutting back on plans to add new solar and wind farms, according to recent data on the U.S. power capacity pipeline.

As of mid-2025, U.S. power developers had just over 114,000 megawatts (MW) of natural gas capacity under construction or in so-called pre-construction, according to data from Global Energy Monitor (GEM).

That capacity total is more than twice as large as what was in developer pipelines a year ago. Gas plants are the single largest power source among all planned capacity additions at the construction and pre-construction stages, GEM data shows.

Read more: https://boereport.com/2025/09/04/us-gas-power-capacity-set-for-big-jump-as-renewables-growth-slows-maguire/

[mrbill]

Surprised more people are not seeing this coming natgas market. What is the alternative?

[dan_s]

A lot more articles on this have been published recently. Everyone knows the power grid cannot handle the HUGE increase in electricity demand for AI Data Centers.

Nuclear power plants are the long-term solution, but they take many years to get approved and many years to build. The problem is that no home owner wants a nuke anywhere near their home.

If you do own AI stocks, I recommend harvesting some of those gains.