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MRP 306: The Truth About AI and Natural Gas Prices: Real Demand or Just Another Bubble?

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Manage episode 516695626 series 2539255
Content provided by Matt Sands. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matt Sands or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

  continue reading

306 episodes

Artwork
iconShare
 
Manage episode 516695626 series 2539255
Content provided by Matt Sands. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matt Sands or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

  continue reading

306 episodes

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