Greater grid reliance on natural gas
S. Himmelstein | February 17, 2026The contribution of natural gas to electric power generation capacity is increasing worldwide. According to Global Energy Monitor, gas-fired development rose 31% in 2025, adding almost 249 GW and reaching a total of 1,047 GW.
Source: Global Energy Monitor
The U.S. leads in gas-fired power capacity in development, over a third of which is slated to directly power data centers and meet an anticipated increase in energy demand from artificial intelligence. Projects in the announced, pre-construction and construction phases total 252 GW, a volume that now surpasses China and accounts for nearly one-quarter of the world’s total. Texas accounts for nearly a third this’ planned buildout with 80.6 GW of the gas-fired power capacity in development.
China installed its most ever gas power capacity in a single year, a record 22.4 GW in 2025, or more than a third of the world’s newly commissioned capacity last year.
Such global gas power expansion may become bottlenecked by turbine production capacity, with manufacturer backlogs now stretching through 2030. Data indicate that two-thirds of projects in development do not have a named manufacturer, potentially limiting the scale of gas power expansion.