AI data centers drive demand for natural gas infrastructure, boosting energy ETFs like ENFR.

Massive AI data center projects in Ohio, Texas, and Louisiana are increasingly relying on dedicated natural gas power plants to bypass strained utility grids. This shift creates long-term contract opportunities and requires new pipeline infrastructure, benefiting midstream energy companies like Kinder Morgan and Energy Transfer. The Alerian Energy Infrastructure ETF (ENFR) is well-positioned to capture this growth, with nearly 70% exposure to natural gas infrastructure and a 4.7% yield. Additionally, the U.S.-Japan trade deal supports nuclear energy development, complementing the gas-driven data center expansion with zero-carbon power options.