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KMI Highlights Big Industry Unknown About Future AI-Driven Natural Gas Demand

Natural Gas Intelligence · last updated

Intelligence on natural gas market fundamentals presented by NGI’s data and price analysts

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For nearly 20 years, I have analyzed investor relations (IR) presentations for upstream and midstream companies in the U.S. natural gas space. Remember when names like Petrohawk Energy Corp., Forest Oil Corp., Grant Prideco Inc. and Spectra Energy Corp. were publicly traded? Yeah, it’s been that long.

It’s not often during that time that I’ve been blown away by an IR slide, but such was the case for slide 13 in Kinder Morgan Inc.’s (KMI) 2025 Annual Business Update published last month. In the slide, KMI shows a whopping 8 Bcf/d difference in its expectation for growth in total U.S. natural gas demand through 2030 versus that of consultancy Wood Mackenzie. Three-fourths of that difference comes from one key assumption: Growth in gas for power generation through the end of the decade. KMI expects growth of 3 Bcf/d by 2030 versus an expected 3 Bcf/d decline from Wood Mackenzie.

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