# America’s new gas boom. Can the industry meet soaring demand to power AI and export LNG while keeping energy affordable at home?

Page: https://stenobird.com/podcast/energy-gang-887131/america-s-new-gas-boom-can-the-industry-meet-soaring-demand-to-power-ai-and-export-lng-while-keeping-energy-affordable-at-home
Text version: https://stenobird.com/podcast/energy-gang-887131/america-s-new-gas-boom-can-the-industry-meet-soaring-demand-to-power-ai-and-export-lng-while-keeping-energy-affordable-at-home.md
Podcast: [Energy Gang](https://stenobird.com/podcast/energy-gang-887131)
Published: 2026-08-18T11:00:00+00:00
Episode link: https://dts.podtrac.com/redirect.mp3/rss.art19.com/episodes/5d9d7bfd-8926-4b37-ae4b-9e89efc56929.mp3?rss_browser=BAhJIg90cmFuc2NyaWJyBjoGRVQ%3D--952c5701c84ad333c69d5faa668f8177091704f0
Audio file: https://dts.podtrac.com/redirect.mp3/rss.art19.com/episodes/5d9d7bfd-8926-4b37-ae4b-9e89efc56929.mp3?rss_browser=BAhJIg90cmFuc2NyaWJyBjoGRVQ%3D--952c5701c84ad333c69d5faa668f8177091704f0
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Duration seconds: 4173

## Resource

Gas is back at the center of the energy debate. Surging demand for electricity to power new data centres, and growing fears about global energy security resulting from the conflict in the Middle East, are raising some urgent questions for the US gas industry. Consumers want to know whether the US can produce enough gas for the world without losing the price advantage that has benefited American consumers for many years? Can a new era of gas growth strengthen energy security abroad and support cutting-edge technological innovation at home, while also maintaining affordability for most Americans? Host Ed Crooks and regular contributor Amy Myers Jaffe of NYU are joined by Toby Rice, Chief Executive of EQT, one of the largest natural gas producers in the US. Toby argues that America has the resources both to meet rising domestic demand and to supply much more gas to international markets, without sending prices soaring. He sets out EQT’s case for US gas to drive growth, affordability, reliability and geopolitical influence. He also makes the case for the environmental benefits of gas as a replacement for coal in power generation. The Trump administration often talks about “energy dominance”. Toby says. He prefers to describe the goal as “energy abundance”. US gas prices have been low by international standards for most of the past 20 years. The big question is whether that price advantage can persist, in the face of rising LNG exports and growing power demand from AI. Ed raises the prospect that continued growth in demand for gas could eventually push up domestic prices, weakening one of the US economy’s biggest competitive advantages. Toby’s answer is that the shale resource base is deep enough to respond. He argues that at the right price signal, producers can bring on e…

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## Transcript

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