Data Center Gas Demand Emerging at Scale Enbridge Q4 2025 Earnings — Institutional Forward Signal
Focus: Data Center Gas Demand Emerging at Scale
Audience: Canadian & U.S. LNG Project Developers + North American LNG Buyers
Source: Enbridge Q4 2025 Earnings (Feb 13, 2026)
The Engine report isolates forward-looking supply, demand, and capital signals from source material and converts them into defensible market pressures for the defined LNG audience—stripping narrative, keeping only what moves the system.
Signal: Enbridge is positioning for material incremental gas demand tied to data centers, with stated potential of up to 10 Bcf/d of new takeaway requirements across more than 50 opportunities. That scale is no longer marginal.
PRIMARY PRESSURE
1. Emerging Domestic Demand Node at System Scale
Enbridge disclosed:
- 50+ data center opportunities
- Potential requirement of up to 10 Bcf/d of incremental takeaway capacity
- Additional related project sanctions expected beginning 2026+
This is not conceptual load. It is pipeline planning-scale load.
Pressure implication:
Domestic power demand tied to AI and hyperscale computing is entering the same order of magnitude as export-driven demand growth.