The Gas Demand Investors Can’t See and Why It’s Reshaping Pipeline Valuations
For years, natural gas pipelines were a straightforward asset class — stable throughput, predictable demand, reliable returns. That’s changing fast. The AI boom is driving
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For years, natural gas pipelines were a straightforward asset class — stable throughput, predictable demand, reliable returns. That’s changing fast. The AI boom is driving

U.S. upstream M&A reached $38 billion in 1Q26 before volatility slowed activity, with Enverus Intelligence® Research expecting higher oil prices to drive a rebound. The outlook points to increased private sales, continued corporate consolidation and sustained influence from international and ABS-backed buyers.

Enverus Intelligence® Research maintains its higher-for-longer oil outlook, holding its $95/bbl Brent forecast for 2026 and $100/bbl for 2027 as markets begin to align with its earlier call. The latest Fundamental Edge report highlights ongoing geopolitical risk and supply disruption as key drivers supporting elevated prices.
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