The Rise of Energy-Hungry AI Data Centers, 2H Gas Outlook

The Rise of Energy-Hungry AI Data Centers, 2H Gas Outlook
BI Energy Exchange (May 29) -- Featuring Bloomberg Intelligence analysts Patricio Alvarez, Alessio Mastrandrea and Rob Barnett.
The following BI research notes were discussed on today's call:
AI, Data Centers Are About to Propel Solar, Battery, Gas Demand
First Solar, Peers Eye Sales Uplift in US Race for AI Supremacy
SSE, RWE See Earnings Boost in Europe's AI Power Demand Surge
Engie, RWE Eye Earnings Spark on US AI, Data-Center Power Surge
First Solar, US Peers Could See Margins Collapse If IRA Repealed
Join our mailing list here:
research-view....
#ENERGY #GAS #OIL #LNG #ESG #SUSTAINABILITY #EMISSIONS #CLIMATE #INNOVATION #AI #AGI #SOLAR
The data included in these materials are for illustrative purposes only. The BLOOMBERG TERMINAL service and Bloomberg data products (the “Services”) are owned and distributed by Bloomberg Finance L.P. (“BFLP”) except (i) in Argentina, Australia and certain jurisdictions in the Pacific islands, Bermuda, China, India, Japan, Korea and New Zealand, where Bloomberg L.P. and its subsidiaries (“BLP”) distribute these products, and (ii) in Singapore and the jurisdictions serviced by Bloomberg’s Singapore office, where a subsidiary of BFLP distributes these products. BLP provides BFLP and its subsidiaries with global marketing and operational support and service. Certain features, functions, products and services are available only to sophisticated investors and only where permitted. BFLP, BLP and their affiliates do not guarantee the accuracy of prices or other information in the Services. Nothing in the Services shall constitute or be construed as an offering of financial instruments by BFLP, BLP or their affiliates, or as investment advice or recommendations by BFLP, BLP or their affiliates of an investment strategy or whether or not to “buy,” “sell,” or “hold” an investment. Information available via the Services should not be considered as information sufficient upon which to base an investment decision. The following are trademarks and service marks of BFLP, a Delaware limited partnership, or its subsidiaries: BLOOMBERG, BLOOMBERG ANYWHERE, BLOOMBERG MARKETS, BLOOMBERG NEWS, BLOOMBERG PROFESSIONAL, BLOOMBERG TERMINAL and BLOOMBERG.COM. Absence of any trademark or service mark from this list does not waive Bloomberg’s intellectual property rights in that name, mark or logo. All rights reserved. © 2024 Bloomberg.
Bloomberg Intelligence is a service provided by Bloomberg Finance L.P. and its affiliates. ("Bloomberg"). Bloomberg is not an officially recognized credit rating agency in any jurisdiction, and customers should not use or rely on Bloomberg Intelligence to comply with applicable laws or regulations that prescribe the use of ratings issued by accredited or otherwise recognized credit rating agencies. Bloomberg Intelligence Credit and Company research may not be available in certain jurisdictions.
Bloomberg Intelligence shall not constitute, nor be construed as, investment advice or investment recommendations (i.e., recommendations as to whether or not to “buy,” “sell,” “hold,” or to enter or not to enter into any other transaction involving any specific interest) or a recommendation as to an investment or other strategy. No aspect of the Bloomberg Intelligence function is based on the consideration of a customer's individual circumstances. Bloomberg Intelligence should not be considered as information sufficient upon which to base an investment decision. Customers should determine on their own whether they agree with Bloomberg Intelligence. Bloomberg Intelligence should not be construed as tax or accounting advice or as a service designed to facilitate any Bloomberg Intelligence customer’s compliance with its tax, accounting, or other legal obligations. Bloomberg believes that the information it uses in Bloomberg Intelligence comes from reliable sources, but does not guarantee the accuracy of information contained in Bloomberg Intelligence. Employees involved in Bloomberg Intelligence may hold positions in the securities analyzed or discussed on Bloomberg Intelligence.