3 Natural Gas Stocks to Buy as AI Energy Demand Skyrockets

Benzinga_recent_news02-14

Natural gas stocks are heating up in 2026, as the sector looks poised to benefit from powerhouse AI demand, especially with ample energy grid capacity to fuel AI’s growth. It’s all about data storage,...

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That takes significant energy and requires growth, as electricity demand is accelerating faster than many utility providers expected.Data center electricity demand is powering natural gas consumption. Right now, that translates to about 0.5 Bcf/d of AI-related natural gas demand this year, leading to a broader 2% increase in US power-sector gas demand.Data center energy demand and energy supply are akin to that of meeting the power grid demand of a small city. That scenario is creating an underappreciated, so far, investment story in 2026: AI’s growth appears to be drifting downstream into natural gas producers and LNG exporters.LNG has another card up its sleeve, with an AI angle. If, as expected, artif","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0345780950.USD":"NINETY ONE GSF GLOBAL NATURAL RESOURCES \"A\" (USD) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0788109394.HKD":"BGF WORLD ENERGY \"A2\" (HKDHGD) ACC","IE00BGHQF524.EUR":"GUINNESS GLOBAL ENERGY \"C\" (EUR) ACC","IE00B29SXL02.USD":"FIRST SENTIER GLOBAL LISTED INFRASTRUCTURE \"I\" (USD) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00B29SXK94.USD":"FIRST SENTIER GLOBAL LISTED INFRASTRUCTURE \"I\" (USD) ACC","FCG":"First Trust Natural Gas ETF","BK4588":"碎股","KOLD":"两倍做空彭博天然气ETF-ProShares","KMI":"金德尔摩根","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","LU0122376428.USD":"贝莱德世界能源基金A2","BOIL":"两倍做多彭博天然气ETF-ProShares","LU0251142724.SGD":"Fidelity America A-SGD","LU0345781412.USD":"NINETY ONE GSF GLOBAL NATURAL RESOURCES \"A\" (USD) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","AI":"C3.ai, Inc.","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","BK4551":"寇图资本持仓","LU0630314457.HKD":"NINETY ONE GSF GLOBAL NATURAL RESOURCES \"A\" (HKD) ACC","LNG":"Cheniere Energy","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4023":"应用软件","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU0368265418.SGD":"Blackrock World Energy Fund A2 SGD-H","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","BK4144":"石油与天然气的储存和运输","BK4543":"AI","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","DUG":"二倍做空石油与天然气ETF(ProShares)","BK4585":"ETF&股票定投概念","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","IE00B3CCJ963.GBP":"GUINNESS GLOBAL ENERGY \"C\" (GBP) ACC","BK4587":"ChatGPT概念","LU2449327464.USD":"HSBC GIF GLOBAL INFRASTRUCTURE EQUITY \"AC\" (USD) ACC","BK4528":"SaaS概念","IE00B2Q91V27.USD":"GUINNESS GLOBAL ENERGY \"C\" (USD) ACC"},"translate_title":"随着人工智能能源需求飙升，值得买入的3只天然气股","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"KOLD":0.9,"LNG":1,"BOIL":1.5,"FCG":0.9,"KMI":1,"DUG":0.9,"AI":0.9},"content_text":"Natural gas stocks are heating up in 2026, as the sector looks poised to benefit from powerhouse AI demand, especially with ample energy grid capacity to fuel AI’s growth.\nIt’s all about data storage, as hyperscale data centers proliferate to support AI training and inference workloads. That takes significant energy and requires growth, as electricity demand is accelerating faster than many utility providers expected.\nIn the U.S. today, it’s natural gas that stands out as the marginal fuel source keeping the grid stable.\nAs usual, the data tells the story.\nData center electricity demand is powering natural gas consumption. Right now, that translates to about 0.5 Bcf/d of AI-related natural gas demand this year, leading to a broader 2% increase in US power-sector gas demand.\nData center energy demand and energy supply are akin to that of meeting the power grid demand of a small city. That scenario is creating an underappreciated, so far, investment story in 2026: AI’s growth appears to be drifting downstream into natural gas producers and LNG exporters.\nAI infrastructure is extremely power-intensive, noted Paul Sankey, founder of Sankey Research, in a recent research note. “Until nuclear and renewables scale meaningfully, natural gas is the dispatchable backbone of U.S. electricity generation,” he noted.\nWhich natural gas looked primed to pump up share prices thanks to burgeoning energy demand? These three energy plays fit the bill.\nThe company operates primarily in the Marcellus and Utica shales, positioning it close to key northeastern demand hubs. As AI-driven data centers expand in regions like Pennsylvania, Virginia, and Ohio, which already host major server clusters with more to come, close proximity to supply matters, and that’s where EQT shines.\nAppalachian gas remains among the lowest-cost supply globally, noted Neal Dingmann, energy analyst at William Blair. If power demand rises structurally due to AI, producers like EQT are positioned to benefit from tighter domestic balances. Dingmann currently has a Buy rating on EQT shares.\nEQT’s updated earnings are expected to roll out February 17, and the company looks set to deliver a year-over-year increase in earnings on higher revenues. Consensus analyst expectations on the stock show quarterly earnings of $0.76 per share for the quarter ending December, 2025, meaning a year-over-year change of +10.1%.\nMeanwhile, revenues are expected to be $2.06 billion, up 13.3% from the year-ago quarter.\nEQT also anticipates a significant increase in free cash flow, projecting a $250 million increase by fiscal year 2029 driven by new gas supply contracts and ongoing infrastructure projects. \nWith an average price target of $68.33 between Stephens & Co., Barclays, and Bernstein, there’s an implied 19.51% upside for EQT Corp from the most-recent analyst ratings, according to Benzinga analysis.\nLNG has another card up its sleeve, with an AI angle. If, as expected, artificial intelligence accelerates domestic electricity use, it may also amplify global natural gas demand, particularly as other countries build data centers and AI infrastructure.\nThat’s a big deal to Cheniere and its shareholders. The company is the largest U.S. exporter of liquefied natural gas (LNG), shipping fuel to Europe and Asia. That results in long-term contracts that provide predictable revenue streams. Meanwhile, spot exposure benefits from global price spikes the market is seeing right now.\nConsequently, as Europe reduces its dependence on Russian energy and Asian economies expand AI capacity, LNG export volumes are expected to rise over the next decade. That means Cheniere’s expansion projects should position it as a core beneficiary.\nAnalysts are on board, with Cheniere Energy’s price target raised to $266 from $257 at Scotiabank.\nTrading at $32 per share, Houston-based energy pipeline giant Kinder Morgan (NYSE:KMI) has seen a surge in trading activity, with the stock up 13.5% over the past month.\nCompany management cites rising profits and geopolitical activity as the drivers of the share price upgrade. The company just announced a fourth-quarter profit boost as demand for natural gas accelerates. Profits were up $996 million for the quarter, up from $667 million in the previous year’s Q4 results. Revenues rose to $4.51 billion, up from $3.99 billion the prior year, and well ahead of the analyst consensus of $4.3 billion.\nIn addition to growing demand for natural gas, revenues are up, particularly for liquefied natural gas, due to the ongoing Russia-Ukraine conflict. Kinder Morgan also benefits from a $10 billion Q4 order backlog, most of which is tied to natural gas orders.\nStability is also a hallmark for KMI. While producers depend on commodity prices, pipeline operators generate steadier fee-based income. That fits Kinder Morgan ideally, as it operates one of the largest natural gas pipeline networks in North America, accounting for 40% of all natural gas transport. As utilities sign new long-term supply agreements to power data centers, pipeline utilization could increase.\nKinder Morgan has also done yeoman’s work in highlighting natural gas as a long-term growth engine, particularly as coal plants retire and renewables require backup generation.\nYet it’s the AI realm where KMI can really clean up. About 50% of the $10 billion order backlog comes from data center demand, as the power generation sector seeks more energy. That demand isn’t going away anytime soon.\nToss in a robust 3.7% dividend yield and nine consecutive years of rising dividends, and KMI sits on a profitable perch right now and should command attention from opportunity-minded investors.\nFor years, natural gas investing has been defined by cyclical oversupply and weather-driven price swings. AI now introduces a different market catalyst: structural, non-weather-dependent demand growth from data centers.\nThose centers already account for roughly 4% of U.S. electricity consumption, according to estimates from the U.S. Energy Information Administration. Analysts expect that figure to rise meaningfully over the next decade as generative AI workloads expand, and expect profits to flow into the coffers of already stable natural gas providers.\nTo add Benzinga News as your preferred source on Google, click here.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2611169400","isCrawlerRequest":true}