Jimmy Glotfelty

Sessions examine natural gas market fundamentals for AI data center demand, including basin capabilities, rig activity, storage trends, pipeline bottlenecks, competition with LNG exports and other electricity demand, and commercial strategies for procurement, hedging, and risk management. The program also addresses AI and predictive analytics for pipeline nominations, forecasting, capacity management, and gas-flow optimization, plus integration with ERP, ETRM, CRM, and SCADA systems. Infrastructure discussions cover pipeline capacity, reliability and right-of-way; regional transmission, distribution and generation investment; federal-land development models; and the commercial and regulatory structures needed to advance large-load projects. Utility service challenges include pipeline limitations, public perception, permitting, capital requirements, commercial structuring, cost allocation, reliability obligations, and protecting existing customers. A developers roundtable covers demand forecasts versus speculative projects, developer qualifications, speed-to-power and behind-the-meter strategies, gas procurement, community hurdles, and regulatory and policy issues. Other sessions address mobile gas delivery and virtual pipelines, including CNG/LNG solutions for remote or capacity-constrained markets. The keynote considers AI-driven electricity demand, gas and electric utility bottlenecks, regional load growth, and nuclear energy. A Texas-focused panel examines policy, technology, research, planning, permitting, investment, and cross-sector coordination for large-load development, including data centers and advanced manufacturing.