The global economy is being reshaped by the rise of AI and the accelerating shift from “labor to electrons.” As artificial intelligence becomes embedded in everyday life, its impact will extend across labor markets, inflation, foreign policy, and global trade. While the full macroeconomic effects remain uncertain, one reality is clear: AI requires immense amounts of reliable power, and near-term supply options are limited. Surging electricity demand, a reacceleration in natural gas consumption for power generation, and expanding LNG exports are reinforcing the view that U.S. gas is a structural growth market. For investors, the key question is how the AI race will ripple through energy markets, and how best to position to capture the opportunity.