Not sure if this is the dawning of the age of Aquarius, but the dawning of the AI-driven data center boom—now growing at a cosmic speed, especially in the U.S.—is tossing starry opportunities for pipeline operators. Reese Energy Consulting today is following the second FID announced this week on pipeline projects purpose-built to flow natural gas to data centers and support power generation, this one in the Southeast.

To review, Energy Transfer on Tuesday slapped palms on the 400-mile Hugh Brinson (neé Warrior Pipeline), which will ultimately move 2.2 BCFD from the Waha Hub to the company’s connection south of DFW. Construction of Meta’s $1 billion hyperscale data center campus in Fort Worth is slated for completion in early 2026.

Houston-based Boardwalk Pipelines has now swapped spit and handshakes with a final investment decision on the 110-mile Kosci Junction. The greenfield pipeline project will deliver 1.6 BCFD of gas supplies from the Haynesville, Fayetteville, and Appalachian region to Southeast markets, where Miss., has become a sizzling hot data-center target for Boardwalk competitors like Kinder Morgan and Energy Transfer—all of them with bid proposals on the table. Amazon Web Services back in January received approval to build a $10 billion data center in Madison County, Miss.

The common dominator here, of course, is comprised of the incredible demand for more electrical power that will keep growing, the extraordinary role U.S. natural gas plays to generate that power, and the still yet-to-been seen opportunities that lie ahead for our nation’s midstream companies. What do you think?

Reese Energy Consulting is currently in discussions with AI developers interested in our pipeline connection commissioning and gas supply commercial services.