Trump and AI spark a natural gas boom

By Benjamin Storrow | 07/06/2026 06:34 AM EDT

The U.S. Energy Information Administration has nearly tripled its prediction for new gas plant capacity over the next few years.

A man pushes a stroller near the AES power plant.

A man pushes a stroller near the AES power plant in Redondo Beach, California, on Sept. 7, 2022. Jae C. Hong/AP

To understand how much the American energy landscape has changed since President Donald Trump took office, look no further than the latest predictions from the U.S. Energy Information Administration.

At the start of 2025, EIA predicted that 23 gigawatts of new gas plant capacity would be built between 2026 and 2030. The agency’s new forecast for that period: 66 GW.

The sudden gas boom reflects not just Trump’s energy policy but the rise of artificial intelligence.

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Trump has spent the first 18 months of his presidency scrapping subsidies for renewable energy projects and rolling back climate rules. Among his administration’s proposals is eliminating carbon dioxide regulations on new gas-fired power plants.

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