Main gas path
Orbital side path
Datacenter power demand flows to gas-fired generation and through a binding pipeline gate to gas revenue
orbital launch
negligible power displaced
the grid
datacenter demand
hyperscaler AI capex
gas-fired generation
incremental supply
load to gas demand
pipeline infrastructure
binding constraint · not resource
price volatility
regional · not a cap
gated flow to gas revenue
gas demand + revenue
operative exposure
producers & utilities