MIT Technology Review: “…The choice of natural gas as the go-to solution to meet the growing demand for power from AI is not unique to Louisiana. The fossil fuel is already the country’s chief source of electricity generation, and large natural-gas plants are being built around the country to feed electricity to new and planned AI data centers. While some climate advocates have hoped that cleaner renewable power would soon overtake it, the booming power demand from data centers is all but wiping out any prospect that the US will wean itself off natural gas anytime soon. The reality on the ground is that natural gas is “the default” to meet the exploding power demand from AI data centers, says David Victor, a political scientist at the University of California, San Diego, and co-director of its Deep Decarbonization Project. “The natural-gas plant is the thing that you know how to build, you know what it’s going to cost (more or less), and you know how to scale it and get it approved,” says Victor. “Even for [AI] companies that want to have low emissions profiles and who are big pushers of low or zero carbon, they won’t have a choice but to use gas.”
- The preference for natural gas is particularly pronounced in the American South, where plans for multiple large gas-fired plants are in the works in states such as Virginia, North Carolina, South Carolina, and Georgia. Utilities in those states alone are planning some 20 gigawatts of new natural-gas power plants over the next 15 years, according to a recent report. And much of the new demand—particularly in Virginia, South Carolina and Georgia—is coming from data centers; in those 3 states data centers account for around 65 to 85% of projected load growth.
- “It’s a long-term commitment in absolutely the wrong direction,” says Greg Buppert, a senior attorney at the Southern Environmental Law Center in Charlottesville, Virginia. If all the proposed gas plants get built in the South over the next 15 years, he says, “we’ll just have to accept that we won’t meet emissions reduction goals.” But even as it looks more and more likely that natural gas will remain a sizable part of our energy future, questions abound over just what its continued dominance will look like…”