BusinessJul 22, 2026, 11:12 AM

Artificial intelligence will drive an unprecedented natural-gas deficit, this investor warns. Here are the stocks to buy before a crunch. - MarketWatch

30-second summary

An investor warns that artificial intelligence will cause a significant natural-gas deficit, and recommends buying certain stocks before the crunch. The warning is based on the increasing demand for natural gas due to AI adoption.

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Key takeaways
  • Artificial intelligence is driving up demand for natural gas
  • A potential natural gas deficit is expected due to increased AI adoption
  • Investors are recommended to buy stocks in companies that will benefit from the increased demand
Full story

The increasing use of artificial intelligence is expected to drive up demand for natural gas, leading to a potential deficit. This is because many AI systems require significant amounts of energy to operate, and natural gas is often used to generate this energy.

The investor warns that this deficit could have significant implications for the energy market, and recommends that investors take steps to prepare. This includes buying stocks in companies that are well-positioned to benefit from the increased demand for natural gas.

The use of AI is becoming increasingly widespread, and its impact on the energy market is likely to be significant. As AI systems become more advanced and require more energy to operate, the demand for natural gas is likely to continue to grow.

This trend is likely to have significant implications for investors, and those who are prepared are likely to be better positioned to benefit from the changes in the energy market.

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Why this matters
Businesses

Companies that rely on natural gas may need to prepare for potential shortages or price increases

Investors

Investors need to be aware of the potential natural gas deficit and its implications for the energy market

Sources · 1
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