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In the second episode of our series on U.S. natural gas strategies, A&M experts Jay Campbell, John Corrigan, and Burak Powers join host Geoff Angulo to discuss the explosive growth of global demand. The team dives deep into the U.S. position as a global LNG leader, the geopolitical shifts following the war in Ukraine, and the unprecedented "power battle" triggered by the rapid expansion of AI-driven data centers.
The conversation explores the critical infrastructure requirements for the next decade, from pipeline redundancy to the necessity of natural gas as a 24/7 bridge fuel for the tech industry. Our experts provide a masterclass on strategic implications across the value chain, offering insights into basin-specific M&A trends, commercial agility, and why companies must "drill their well before they are thirsty" in this evolving market.
Originally published 18 February 2026
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