A top energy official from a major LNG-producing nation just dropped a warning that should make anyone tracking infrastructure investments sit up. The concern? Underinvestment in energy infrastructure combined with exploding AI-driven power consumption could trigger serious natural gas and LNG supply crunches after 2035.

Think about it: AI datacenters are already gobbling up electricity at unprecedented rates, and that hunger shows no signs of slowing. Meanwhile, capital flowing into traditional energy projects? Not keeping pace. Not even close.

What makes this particularly relevant for digital asset infrastructure is the overlap. Proof-of-work mining operations, AI training farms, and large-scale data processing all compete for the same finite energy resources. When supply tightens, costs spike—and not just for heating homes or powering factories. We're talking about potential constraints on the computational backbone that supports everything from blockchain networks to machine learning systems.

The 2035 timeline might seem distant, but energy projects take years—sometimes decades—to move from planning to production. If investment decisions don't shift soon, we could be looking at a structural energy deficit right when digital infrastructure needs are peaking. Something to watch as the convergence of AI, crypto, and traditional energy markets continues to reshape the resource landscape.