The analysis from Oil Change International suggests that the administration’s strategy of simultaneously pursuing "energy dominance" and "AI dominance" is creating a supply crunch. By fast-tracking permits for export terminals and data centers—many of which rely on gas-fired electricity—the government is driving demand at a pace that existing infrastructure cannot support. The report estimates that AI-related data centers alone could increase national gas consumption by 17% by the early 2030s.
Trump’s Dual Push for AI and LNG Exports Threatens Consumer Energy Bills
As President Donald Trump accelerates both liquefied natural gas exports and the construction of energy-hungry AI data centers, a new report warns that these overlapping policies could double wholesale gas prices by the late 2030s, leaving American households to shoulder the burden of rising utility costs.
This demand forces producers into more expensive extraction zones, such as the Haynesville shale in Louisiana and East Texas, just as federal support for renewable alternatives like wind power faces significant cutbacks. Lorne Stockman, research director at Oil Change International, stated that the current trajectory benefits Big Tech and the fossil fuel industry while deepening the cost-of-living crisis for ordinary Americans. Projections based on the Henry Hub benchmark indicate that average wholesale prices between 2026 and 2040 could climb 80% higher than the previous decade, a period already marked by significant energy price volatility.
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