The rise of AI means more datacenters, and that means huge increases in electricity demand. In the US, natural gas is expected to play a prominent role in powering the AI boom.

In this episode of the All Things Sustainable podcast, we’re talking with EQT, one of the nation’s largest natural gas companies, to understand what’s ahead for AI, the energy transition and sustainability.

We sit down with Courtney Loper, EQT’s Head of Government Relations and Public Affairs, on the sidelines of S&P Global’s CERAWeek energy conference. She says natural gas can help the world shift away from coal-fired generation, which has a higher concentration of carbon emissions per unit of energy than natural gas. And she says EQT is focused on making its product as clean as possible, including by curbing carbon and methane emissions in its production of natural gas.

"A big focus for EQT has been the replacement of international coal with US natural gas and really thinking about the emissions offset that can come from that," Courtney says.

She says permitting reforms are needed in the US to get natural gas pipelines and other infrastructure built to meet growing energy demands from AI.

Courtney also tells us the company's view on sustainability remains "unchanged."

“Regardless of what winds shift in any sort of way around the idea of sustainability, it's something that we're going to continue to engage in, it's something that we're going to continue to promote, because it's important for the long-term viability of natural gas,” she says.

Learn more about S&P Global’s energy transition data here.

Read S&P Global Sustainable1 research, "Can AI become net positive for net-zero?"

Explore S&P Global Sustainable1 net-zero data.

Listen to our podcast interview with ExxonMobil at CERAWeek.

Listen to our podcast interview with JPMorganChase.

This piece was published by S&P Global Sustainable1, a part of S&P Global.

Copyright ©2025 by S&P Global

DISCLAIMER

By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.

S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.

Talking AI, climate goals with one of the largest US natural gas companies

All Things Sustainable