Natural gas offers ‘quick and easy’ way to meet growing AI data center power demand: analyst
by Myra P. Saefong
Market Watch
Commodities have done well in September but silver — and natural gas — stand out from the pack for reasons all their own, and show few signs of an end to their price rally.
“September’s commodities market felt like a long-distance race where, after months of pacing themselves, the runners finally kicked into high gear,” said Adam Koos, president of Libertas Wealth Management Group.
Natural gas has been the “metaphorical sprinter, breaking away from the group, gaining strength as cooler weather arrived and with hints that demand from [artificial intelligence] data centers might be adding to its fuel tank,” he told MarketWatch.
“While it’s still too early to say if AI is a definitive factor, it’s like seeing a runner with fresh shoes — there’s a sense that it could carry them further in the race,” he said.