According to @DowdEdward, capturing methane from cattle to generate energy could help power AI data centers while reducing greenhouse-gas emissions, highlighting a dual benefit for compute and climate (source: @DowdEdward). Established programs show this pathway already works: anaerobic digesters on dairy and livestock farms capture manure methane for biogas electricity or pipeline-quality renewable natural gas (RNG) at commercial scale (source: U.S. EPA AgSTAR). The climate case is material because methane’s 20-year global warming potential is about 80 times that of CO2, so abatement via capture and combustion delivers outsized impact (source: IPCC AR6). In practice, most livestock methane-to-energy projects target manure management systems rather than enteric emissions from cows due to technical feasibility (source: U.S. EPA AgSTAR; FAO). With global data center electricity demand set to surge markedly by 2026 due to AI, firm low-carbon supply like RNG-backed generation is increasingly valuable for cost and reliability (source: IEA Electricity 2024). For traders, watch RNG developers, utilities and operators pursuing behind-the-meter biogas power and long-term PPAs, and note the parallel opportunity for energy-intensive crypto compute where electricity price strongly drives profitability, including BTC miners (source: IEA; Cambridge Centre for Alternative Finance).

According to @KobeissiLetter, U.S. data centers now consume a record 5% of total electricity demand, driven by digitalization and AI, with this share estimated to more than double over the next five years, source: @KobeissiLetter on X, Aug 12, 2025. This growth trajectory aligns with International Energy Agency analysis that global data center electricity consumption could roughly double by 2026 as AI workloads expand, signaling persistent upward pressure on power markets, source: International Energy Agency, Electricity 2024 report. For trading, rising load in hubs such as PJM and ERCOT can tighten grids and lift wholesale prices, directly impacting Bitcoin (BTC) miners’ power costs and margins given the sector’s energy intensity, source: US Energy Information Administration analyses of data center load growth and market conditions; Cambridge Centre for Alternative Finance, Bitcoin Electricity Consumption Index research; ERCOT and PJM market reports. Traders should monitor utilities and independent power producers exposed to data center corridors, AI compute supply chains, and BTC miners’ power purchase agreements and curtailment disclosures for cost trend signals and margin risk, source: US Energy Information Administration regional demand data; International Energy Agency data center outlook; public filings from listed Bitcoin mining firms.