Expanding natural gas infrastructure is essential to keeping U.S. energy reliable and affordable as demand accelerates, Williams leaders said during the company’s 2026 Analyst Day.

President and CEO Chad Zamarin said the company is focused on closing the gap between surging demand and lagging infrastructure.

He pointed to recent peak demand events, including Winter Storm Fern, as evidence of mounting strain on the system.

“This is not an energy supply issue. This is an energy infrastructure issue,” Zamarin said.

Zamarin underscored natural gas’ central role in reliability and emissions progress, noting U.S. gas demand has grown more than 50% since 2010 while reducing emissions by 60% by displacing higher-emitting fuels.

An eye on long-term Growth

Williams leaders identified LNG exports and power generation as the primary long-term demand drivers, supported by the company’s nationwide footprint, said Rob Wingo, executive vice president of Corporate Strategic Development.

Wingo said data centers alone are expected to account for roughly two-thirds of U.S. gas-fired electricity demand growth through 2035.

“Hyperscalers are planning close to $2 trillion in capital investment by 2030 and these customers need power that is reliable, fast to deploy and scalable. And today natural gas is the only resource that checks all three boxes.”

Energy infrastructure as a competitive advantage

Zamarin tied energy investment directly to U.S. economic and technological leadership.

“The next generation of technology, manufacturing, prosperity and international security will be determined by access to fast, affordable and reliable energy.”

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