亚洲能源未来：天然气消化过剩，助力 AI 发展-Future of Energy Asia – Gas-Absorbing the Glut, Fueling AI

January 13, 2026 04:03 PM GMT Future of Energy: Asia – Gas Absorbing the Glut, Fueling AI The US shale revolution is expanding to Asia, reshaping Asia's energy consumption landscape and solving grid bottlenecks and shortages in energy systems. This creates US$220bn in market cap and accelerates AI adoption. Consumption upside to cheaper gas remains underappreciated. Key Takeaways With gas infrastructure better prepped than ever before to absorb the glut, gas midstream and power generation equities benefit m ...