8.10d · part of Gas supply chain

Who makes LNG and virtual pipeline for AI data centers

Companies supplying liquefied natural gas and virtual-pipeline (truck or rail) delivery for sites without direct pipeline access.

Not every site that wants gas has a pipeline. Liquefied natural gas cools gas to a small fraction of its volume so it can be trucked or railed in, which is what a virtual pipeline means: delivery by vehicle to a site with storage and regasification equipment on it rather than a connection to a network. For a data center this is a bridge rather than a destination. It costs considerably more per unit of energy than pipeline gas, and it introduces a logistics dependency — a continuous stream of deliveries, on-site storage, and vaporisation equipment — that a pipeline connection does not have. Where it makes sense is a campus whose generation is ready before its pipeline is, or one sited where a pipeline will not be built, in the same way rented generators bridge a late grid interconnection elsewhere in this catalog. The suppliers split between equipment makers, who build the liquefaction, storage tanks and vaporisers, and the merchant suppliers who sell the delivered molecule as a service. What to look for is that distinction, the intended duration — a bridging arrangement that becomes permanent is an expensive way to run a plant — and the storage volume on site relative to consumption, since the whole arrangement fails if deliveries stop for weather or road closure.

Companies on this part (3)

CompanyRoleOwnershipTickerPrice1dConfidenceNote
Chart · unit of Baker HughesmanufacturersubsidiaryBKR*disclosedIndustries · source
New FortressmanufacturerpublicNFE3.48 USD-2.0%disclosed · source
StabilismanufacturerpublicSLNG4.46 USD+2.9%inferred

Who competes here

The same table read the other way: every company above competes for LNG and virtual pipeline sockets. Confidence tags matter — an inferred placement is a lead, not a confirmed rivalry.

Nearby parts

Questions about LNG and virtual pipeline

What is LNG and virtual pipeline?
Companies supplying liquefied natural gas and virtual-pipeline (truck or rail) delivery for sites without direct pipeline access.
Which companies make LNG and virtual pipeline for AI data centers?
This catalog lists 3 companies on LNG and virtual pipeline, 3 of them with listed equity: Chart, New Fortress, Stabilis.
How reliable are these LNG and virtual pipeline supplier placements?
The 3 placements on this part break down as 2 disclosed, 1 inferred. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a taxonomy lead with no citation yet.

Sources: placements without a source URL come from the taxonomy seed and are tagged accordingly. How this data is built.· Markdown · JSON