NGI’s managing editor of markets Kevin Dobbs joins colleague Leticia Gonzales, managing director of North American natural gas pricing, to size up the state of the U.S. natural gas market facing a demand explosion unlike anything it's seen in years.

The two break down what's driving the surge, from AI-powered data centers that could account for up to 8 Bcf/d demand by decade’s end to a massive LNG buildout adding another 15 Bcf/d over the next five years.

Drawing from the LDC Gas Forums Mid-Continent conference in Chicago, they tackle questions such as: Can production ramp fast enough to meet this demand? Where will the new supply come from? And with forward prices already climbing, what happens if a brutal winter throws another curveball into the mix?