Power demand for AI is rapidly accelerating, says TC Energy CEO

François Poirier
François Poirier
Verified Source
2026-02-17 2 min read
**Key Insight:** The article highlights the rapid acceleration of AI demand, with TC Energy CEO stating that it is a defining year for their strategy and performance.

2025 was a defining year. Our performance demonstrates the strength of our strategy and reflects disciplined execution against a clear set of strategic priorities. With our strongest safety performance in five years strengthening reliability across our systems, we continued to deliver the energy North America relies on.
 
This discipline translated into results. Rising demand drove 15 new flow records across our network and we placed $8.3 billion of projects into service on time and more than 15 per cent under budget—including major infrastructure completed in the fourth quarter. I had the chance to discuss these results, and the accelerating outlook for North American natural gas demand, this morning on
CNBC
’s Money Movers.
 
We’re entering 2026 with a solid foundation—one built on a business model that continues to deliver solid growth, low risk and repeatable performance to our shareholders.
 
As we celebrate 75 years in 2026, we will continue to reliably connect the world to the energy it needs.
 
Thank you to the dedicated
TC Energy
team. Your expertise, values and dedication powered our strong results in 2025 and continue to shape a lasting legacy.
 
Learn more:
https://lnkd.in/gW6Evx58

GasGx Editorial Insight
**Key Insight:** The article highlights the rapid acceleration of AI demand, with TC Energy CEO stating that it is a defining year for their strategy and performance.

[Body Paragraph 1: Analysis of the market/tech situation]
The article mentions that rising demand has driven record-breaking results across TC Energy's network. This suggests that there is a growing interest in AI technology, which could lead to increased demand for power generation systems. Additionally, the company's strong safety performance and reliability across its systems are key factors in driving this growth.

[Body Paragraph 2: The specific operational implication]
Given the increasing demand for AI and the strength of TC Energy's business model, it is likely that they will continue to see growth in their operations. However, this growth may come at a cost, as the article mentions potential increases in compliance costs for non-TIER compliant engines. This highlights the need for careful planning and budgeting to ensure that these investments are profitable.

[GasGx Take:] To address the potential increase in compliance costs, GasGx could offer a solution such as the "GasGx LCOE Calculator". This tool can help companies accurately forecast their energy costs, allowing them to make informed decisions about investment and budgeting. By providing accurate and reliable data, GasGx can help companies stay ahead of the competition and drive profitability.

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