The AI Gas Burn Constraint Model turns America’s pipeline of planned gas-fired power plants into plants online and gas burned, year by year to 2035, under the limits that move the needle:

How much of the pipeline survives 🪽
How soon projects can start up 🗓️
How many turbines the industry can deliver 🏭
How hard each plant runs 💪

Pick one of three pre-loaded scenarios (Backlash, Balanced build-out or AI race), then fine-tune the underlying variables to see what it adds to the EIA baseline.

Version 2.0 introduces the ‘data centre Backlash’ scenario, building on our November 2026 Deep Dive into the midterm ballot results, and supersedes the first version of the model published in February 2026.

The model is available exclusively to Premium subscribers. For instant access, subscribe to Premium and unlock the entire paywalled archive.