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25 February 2026

Cheap no more: How rising demand is reshaping US natural gas, with Artem Abramov and Jai Singh

Let’s Talk Energy and explore a US natural gas market at a turning point. For more than a decade, US consumers have enjoyed seemingly limitless volumes of low-cost gas from the country’s shale plays. But now, rising demand from a combination of LNG exports, data center buildout and general electrification is set to test the US shale sector's ability to ramp up production cheaply.

Episode description

Let’s Talk Energy and explore a US natural gas market at a turning point. For more than a decade, US consumers have enjoyed seemingly limitless volumes of low-cost gas from the country’s shale plays. But now, rising demand from a combination of LNG exports, data center buildout and general electrification is set to test the US shale sector's ability to ramp up production cheaply. * What is the outlook for US natural gas supply, demand and prices and how are data centers and a wave of LNG export projects changing that view? * Can the US rely on its massive shale reserves to meet surging demand and keep prices in check? * What is at stake for the array of companies that are producing, shipping and eventually burning that LNG and for US consumers who expect energy dominance to lower their bills?

Featured in this episode

Artem Abramov

Senior Partner & Head of Oil and Gas

Rystad Energy

Jai Singh

Partner & Head of Americas Advisory

Rystad Energy

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