In my last article, I talked about the energy crunch threatening AI expansion. Now, let's talk about the comeback story nobody saw coming.
LNG and natural gas are back—and this time, it's strategic.
Why? Because renewables can't (yet) deliver what AI infrastructure desperately needs: 24/7, dispatchable, reliable power.
The evidence is everywhere: → Baker Hughes drops $13.6B on Chart Industries → "Well-to-wire" integrated plays linking gas fields directly to data center hubs → Asian buyers locking in 20-year LNG contracts
But here's what's really changed: the dealmaking model itself.
Solo players are out. Mega-consortiums are in.
When you need $500 billion (yes, with a B), you don't go it alone. The Stargate AI initiative isn't just a deal—it's a blueprint. BlackRock. Microsoft. Global Infrastructure Partners. Sovereign wealth funds. All in one room.
Why? Because the infrastructure risk is too massive for any single entity.
In APAC, we're seeing similar patterns—governments, pension funds, tech giants, and energy majors co-investing to share both the capital burden and the execution risk.
Tomorrow's question: What's the "silent enabler" of this entire transformation? (Hint: it's not who you think.)
Are you seeing consortium models in your region, or is capital still moving through traditional channels?
#LNG #NaturalGas #ConsortiumDeals #PrivateEquity #EnergyInfrastructure
