February 17, 2026–Written by Will Ploch, Assistant Editor-in-Chief for IIR News Intelligence (Sugar Land, Texas)–The long-anticipated boom in energy demand from data centers is taking shape, with Canadian energy giant TC Energy reporting record-high natural gas flows across its pipeline system. Along with expanding export facilities for liquefied natural gas (LNG), activity is not slowing anytime soon, with executives at the company projecting a 36% increase in North American natural gas demand to 2035.
Industrial Info is tracking more than US$6.5 billion worth of active and proposed projects from the natural gas pipelines owner and operator, including more than US$1.8 billion worth with a high probability (81% or more) of beginning construction as scheduled. TC expects natural gas demand across North America to grow from 125 billion to 170 billion cubic feet per day before 2035, “driven by LNG exports, rising power generation and increasing reliability need from local distribution companies.”
Other companies featured: ANR Pipeline Company and Columbia Gas Transmission LLC
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