The Debrief at the Summits

The Debrief, Americas Summit: A focus on LNG, gas demand and infrastructure

With Josh Clevenger

Fresh from the 2025 Americas Summit panel on LNG and natural gas, Josh Clevenger of Electric Cooperative Consulting shares his takeaways for how communities can navigate the next wave of data center demand. He works with not-for-profit utilities like electric cooperatives and municipal systems, helping them shape power supply strategies and interact with organized markets such as ERCOT and MISO. Josh’s headline message is that data centers are coming, but the growth will be lumpy, with winners and laggards shaped by state policy, community support and transmission realities.

Josh explains why early projects will favor locations that can marry up to existing power or bring their own generation rather than waiting on long transmission builds. He contrasts today’s moment with past load booms, emphasizing market-driven innovation supported by smart targeted policy. Texas stands out with lighter permitting and billions in already approved transmission, enabling faster pipelines and gas generation. He closes with the tradeoff math jobs and local growth versus near-term rate impacts and why the long view can still protect consumers.

With Jason Jennaro

Fresh from the 2025 Americas Summit panel on LNG and natural gas, Jason Jennaro, Co-Founder and CEO of FrontierGen, shares how data centers are reshaping where and how energy gets built. He frames AI as converting man-hours to megawatt-hours at an industrial scale, driving unprecedented capital toward power, pipelines and placement. Jason explains why tomorrow’s large loads will need more than a grid connection alone and how site developers can design projects that both draw from and support the system. Jason dives into Texas developments, including SB6 and ERCOT interconnection realities, outlining what it means to bring your own power, respond during grid events and shoulder more upstream responsibility. He discusses location strategy moving beyond urban hubs toward areas closer to molecules and megawatts, plus the potential to co-locate complementary industries. The result is a playbook that links LNG and gas demand, transmission and data infrastructure into one integrated development model.

With Jason Jennaro

Fresh from the 2025 Americas Summit panel on LNG and natural gas, Jason Jennaro, Co-Founder and CEO of FrontierGen, shares how data centers are reshaping where and how energy gets built. He frames AI as converting man-hours to megawatt-hours at an industrial scale, driving unprecedented capital toward power, pipelines and placement. Jason explains why tomorrow’s large loads will need more than a grid connection alone and how site developers can design projects that both draw from and support the system. Jason dives into Texas developments, including SB6 and ERCOT interconnection realities, outlining what it means to bring your own power, respond during grid events and shoulder more upstream responsibility. He discusses location strategy moving beyond urban hubs toward areas closer to molecules and megawatts, plus the potential to co-locate complementary industries. The result is a playbook that links LNG and gas demand, transmission and data infrastructure into one integrated development model.