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1、UNDERGROUNDGAS STORAGETHE ROLE OF GAS IN POWERING AI-DRIVEN ENERGY DEMANDThis report provides an independent,fact-based assessment on the role of Gas in meeting incremental electricity demand from artificial intelligence(AI)-driven data centres.It reflects the International Gas Unions(IGU)objective

2、of providing transparent information on global Gas developments to governments,industry,and civil society.TABLE OF CONTENTSTable of FiguresAbbreviationsKey Messages IntroductionFigure 1PART I Demand OutlookUnderlying Data Centre Energy Demand And Compute GrowthFigure 2Robustness of the AI growth tra

3、jectoryPART II Electricity Supply DynamicsFigure 3Figure 4Gas as a Critical Enabler of Electricity Security and Stability of SupplyFigure 5PART III The Environmental And Societal CasePathways To Low-Carbon Gas SupplyFigure 6A Fragile BalancePART IV Regional OutlookNorth AmericaEuropeAsia-Pacific(ex-

4、China)ChinaMiddle EastAfricaCONCLUSION Implications for Policy&Planning34568899111414151616171820212123THE ROLE OF GAS IN POWERING AI-DRIVEN ENERGY DEMAND2FIGURESFIGURE 1 Estimated global data centre electricity demand,aggregate projections from leading industry sources 2024-2030FIGURE 2 Estimated g

5、lobal data centre electricity demand by workload,2025-2030FIGURE 3Global data centre capacity additions in IEAs Base Case and capacity at risk of connection delay due to grid constraints,2025-2030FIGURE 4 New U.S.interconnection requests and average lead time,20062023FIGURE 5 Selected announced data

6、 centres with on-site power generation(as of Q2 2025;compiled from press and company announcements;illustrative,not exhaustive)FIGURE 6 Sources of global electricity generation for data centres(TWh),IEA Base Case,2020-2035FIGURE 7Global map of large data centre clusters in 2024781011131422THE ROLE O