The role of gas, electricity and AI in the new era of energy expansion

For two decades, global energy demand stagnated, and efficiency improvements, economic changes and the growth of renewable energy created an illusion of control.

The narrative was about a managed transition – a linear path from fossil fuels to a cleaner, perhaps simpler, energy system.

Energy companies believe the narrative is over.

Complement, not substitution

It is unusual to see many security guards lining the street leading to the Qatar Convention Center. Enter LNG 2026 and the massive conference center in Doha welcomes the people who shape the global energy system. On the same stage sat Saad Sherida al-Kaabi of QatarEnergy, Wael Sawan of Shell, Darren Woods of ExxonMobil, Patrick Pouyanne of TotalEnergies and Ryan Lance of ConocoPhillips – executives from companies that are collectively at the center of global energy supply.

Your assessment: The age of demand is here, and the age of gas is accelerating, not fading.

Everything from artificial…