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New England. The only place where producing electricity primarily from oil and LNG is somehow considered more “environmental friendly” than from natural gas
NECEC still at zero. While it is good for suppressing prices in moderate cold it doesn't work for this. Honestly 1-2bcf of pipe and both retired nukes from last decade would have been more effective for the market effects. Might have had to come to terms with that net zero…
Everyone worried about ERCOT and PJM this weekend, when I’d actually keep an eye on New England grid
I’d like to thank $BOIL, $GLD, and $UVIX for holding my portfolio today
Gold at $5000 by April
Can’t wait for this chapter in the next The World For Sale book
Only days after reports stated the Guyana-flagged Iranian-linked sanctioned crude oil tanker, M/T Bella 1 - which the U.S. Coast Guard has now been chasing for over a week across the Northern Atlantic - following a failed boarding off the coast of Venezuela, had painted a Russian…
Very impressive that an oil tanker was able to evade the U.S. military
The U.S. Coast Guard is continuing to pursue the Guyana-flagged Iranian-linked sanctioned crude oil tanker, M/T Bella 1, which is currently sailing northwest through the Northern Atlantic possibly towards Iceland or Greenland, with the crew having recently painted the Russian…
Data centers in Texas are going from announcement to operation in 12 months while others are taking 5 years How? Behind-the-meter energy capacity for the win! Too long for grid upgrades? No problem Use the behind-the-meter cheat code 😎 ⚡️
The whole country has a lot to learn from Texas's power system, inclusive of market structure, cost allocation, and the very liberal permitting regime. Every electricity market in the US should look more like ERCOT.
10yrs of ERCOT transmission investment steadily increasing while cost of service per MWh delivered decreases A beautiful testament to market/policy design benefiting suppliers and consumers alike Texans should be very proud
Had a realization today: vibe-coding triggers the same dopamine loop as other reward systems. Prompt something → wait on an uncertain outcome → repeat. Every iteration feels like a slot pull.
Big if true! #natgas
A pool of extremely cold air in northwestern Canada has been the most unusually frigid feature on the planet since a late November polar vortex disruption. It shows no signs of relenting. Several of its icy lobes will head into the United States from late December into January.
🚨🇺🇸 NEW EPSTEIN FILES: TRUMP ACCUSED IN 1995 RAPE CLAIM - VICTIM LATER FOUND DEAD A Dallas limo driver said he nearly pulled over to confront Trump after hearing disturbing comments about “abusing some girl” during a 1995 ride. A girl later told the driver that “Donald J.…
🇬🇧🇺🇸 NEW EPSTEIN FILES: PRINCE ANDREW ASKED GHISLAINE FOR “INAPPROPRIATE FRIENDS” An email sent from Balmoral shows Andrew writing to Ghislaine Maxwell asking, “Have you found me some new inappropriate friends?” He also mentions being free between August 25th and September 2nd…
More expensive than tar sands
The Trump Administration has begun asking American-based oil companies, including but not limited to Exxon, ConocoPhillips, Halliburton and Weatherford, if they would be interested in returning operations to Venezuela once President Nicolás Maduro has been removed from power, and…
#natgas #dbnatgaswx 00z delta to 12z: AIFS-EN: +8.5 EPS: +18.3 GEFS: +20 Well... I usually say you shouldn't comment on the Sunday gap till the Sunday 12z, but this is mega ultra bullish and would be a huge gap up. Below I tried to warn not to short yet, but I wish I was…
I mean maybe it's priced in after the mega move up. Seems like a rounding to 5.5 makes sense. Also seems risky to short till things settle, but I am just throwing data out and guesses. Not financial advice. 😂 Also, EPS on deck and GEFS adding. Mid range where the EC AI en added.
You can buy Labubu derivatives but can’t buy onion derivatives
The new Labubu futures from Kalshi will be really useful for people who are bullish on the non-Labubu part of Popmart's business. Let people hedge out that specific risk. Get the exact risk exposure that they want bloomberg.com/news/articles/…
…yes
When that water stops boiling, sometimes it gets people crazy
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