NGAS: Britain’s AI Seeks Solutions to Its Energy CrisisNatural Gas CFD (Oct 2025)ACTIVTRADES:NGASV2025ActivTradesBy Ion Jauregui – Analyst at ActivTrades UK Data Centers Turn to Gas as a Quick Fix to the Energy Crisis Facing mounting challenges in the British power grid, five major data center projects in southern England have formally requested direct connections to the gas pipeline network operated by National Gas, owned by Macquarie. The goal: to set up on-site gas generation plants. According to the Financial Times, the move aims to bypass the “endless” and costly waits for access to the national grid, accelerating the launch of critical facilities powering artificial intelligence (AI). The requests amount to roughly 2.5 GW of capacity—equivalent to the electricity consumption of millions of households. The urgency is clear: the energy demand of Nvidia’s chips and AI systems far outstrips the capacity of the current grid. While gas is viewed as a temporary measure—eventually serving as backup once full grid connections are secured—it provides a much-needed boost for the fossil fuel industry amid the ongoing energy transition. The phenomenon is not limited to the UK. In the U.S., Siemens Energy is facing a surge of gas turbine orders due to the data center boom. Likewise, Elon Musk’s xAI relied on natural gas to power its “Colossus” data center in Memphis before grid access was secured, though gas usage was later scaled back once electricity connections stabilized. Technical Analysis of NGAS The current price of NGAS stands at USD 2.813, trading within a structural range established in 2021 between USD 1.520 and USD 4.343, which culminated in the all-time high of USD 9.984. Since March this year, the prevailing trend has been corrective, with a relatively steady decline. On August 6, a “death cross” was confirmed (the 50-day EMA crossing below the 200-day EMA), amplifying downward pressure on the asset. At present, the price is holding at a key support area, aligned with the Volume Point of Control (POC). Immediate supports lie at USD 2.443 and then USD 2.017—a break below the latter would pave the way for a retest of the range lows. On the upside, the nearest resistance is at USD 3.108; surpassing this level could open a path toward USD 3.600, and in a more ambitious scenario, toward the March highs at USD 4.930, representing a +43% advance from current levels. Key Indicators RSI (14): At 38.2, signaling oversold conditions that may support a technical rebound. MACD: Showing early signs of recovery, with a positive histogram suggesting a potential trend reversal. Price Action: Early signs of sideways consolidation, though no clear confirmation of a trend change yet. Probable Scenarios Bullish: A breakout above USD 3.108 could trigger a rally toward USD 3.600 and eventually USD 4.930. Bearish: A breakdown below USD 2.443 would expose USD 2.017, with only this level preventing a return to range lows. Conclusion NGAS sits at a decisive technical juncture: pressured by a broader bearish structure, yet oversold conditions and positive divergences suggest the potential for a short-term rebound. While contradictory to decarbonization targets, the reliance on gas underscores the growing tension between digital urgency and today’s energy capacity constraints. ******************************************************************************************* The information provided does not constitute investment research. The material has not been prepared in accordance with the legal requirements designed to promote the independence of investment research and such should be considered a marketing communication. All information has been prepared by ActivTrades ("AT"). The information does not contain a record of AT's prices, or an offer of or solicitation for a transaction in any financial instrument. No representation or warranty is given as to the accuracy or completeness of this information. Any material provided does not have regard to the specific investment objective and financial situation of any person who may receive it. Past performance and forecasting are not a synonym of a reliable indicator of future performance. AT provides an execution-only service. Consequently, any person acting on the information provided does so at their own risk. Political risk is unpredictable. Central bank actions can vary. Platform tools do not guarantee success. ******************************************************************************************* The information provided does not constitute investment research. The material has not been prepared in accordance with the legal requirements designed to promote the independence of investment research and such should be considered a marketing communication. All information has been prepared by ActivTrades ("AT"). The information does not contain a record of AT's prices, or an offer of or solicitation for a transaction in any financial instrument. No representation or warranty is given as to the accuracy or completeness of this information. Any material provided does not have regard to the specific investment objective and financial situation of any person who may receive it. Past performance and forecasting are not a synonym of a reliable indicator of future performance. AT provides an execution-only service. Consequently, any person acting on the information provided does so at their own risk. Political risk is unpredictable. Central bank actions can vary. Platform tools do not guarantee success.