Simon Lack, Managing Partner at SL Advisors LLC and Co-Portfolio Manager of the Catalyst Energy Infrastructure Fund (MLXIX), talks us through natural gas’ emerging role as a bridge fuel that is powering two fast-growing industries: AI-driven data centres and US LNG exports. 

We consider:

• Emerging US hotspots where natural gas supply, pipeline access, and data centre development align.
• How well-prepared the US power system is to support the AI data centre boom.
• The rising trend of onsite natural gas generation for AI loads.
• The connection between LNG expansion in the US and domestic gas demand.
• What the emerging triangle between gas supply, LNG terminals, and data centre hubs means for regulatory policy and investors.
• And much more.

This episode of the Hydrocarbon Engineering Podcast is sponsored by ROCKWOOL Technical Insulation. Designed for durability and sustainability, ROCKWOOL’s high-performance stone wool insulation helps control process temperatures, reduce energy loss, mitigate corrosion under insulation, and enhance fire and acoustic protection. The result – safer operations, improved asset integrity, and long-term performance across critical process industries. Learn more at https://rti.rockwool.com.