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@NGLFundamentals
All molecules matter in a world with 8 billion roommates. Long time player in the energy and materials world.
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From Mike Shellman, a summary of what the real "breakeven" WTI price is these days. Doesn't include divvies and debt payback. #EFT #WTI #NGL #NaturalGas #XOM #FANG oilystuff.com/group/engineer…
So, 2 Latina women pole dancing wasn't a problem but Bad Bunny is? Conservatives want George Strait to replace Bad Bunny at Super Bowl share.google/Are4BzDpYmcSCW…
Very important for those who use the web for research - feels like an anti-trust suit waiting to happen. AI vs AI.
Most LLMs like OpenAI (ChatGPT), Anthropic, and Perplexity rely directly or indirectly on Google's indexed results to feed their retrieval systems and crawlers. ‼️By cutting off the long tail of results, Google just reduced what these systems can see by roughly 90%. The web…
And cutting thousands of US jobs. $CVX #EFT Chevron expands India hub to boost digital and AI capabilities boereport.com/2025/10/09/che… via @BOEReport
Of course "denialists" can ignore anything - remember hot temps are good! Or is it, high CO2 is good....hard to keep up these days. #GHG #CO2 #EFT This chart, showing that the world is getting hotter fast, speaks its own truth, @markgongloff says bloomberg.com/opinion/articl…
This auto parts company laid off 15,000 employees last year when it went "lights out". Yet, they say that automation "frees up" people to do value added tasks. Apparently for someone else. The auto seating and electronics supplier Lear Corp. ($LEA) is building a technology…
25 million b/d of produced water, subsurface pressure causing earthquakes, contaminating what's left of the decent water. This is a big reason why Permian growth is slowing. #EFT #NaturalGas #WTI #Permian #SWD linkedin.com/posts/stogner_…
Is the AI race China's version of how Reagan outspent Russia im the 80s? #AI #Datawars #FinTwit #Diesel #Deepseekanddestroy Big Tech's data centers may face grid cutoffs during power crises | AP News share.google/GfytLsC98DtO6p…
The next set of pics we see will probably be of North and South Korea celebrating unification and watching American troops leave Seoul. #FinTwit #ICE #SouthKorea #B1Visa Attorney says detained Korean Hyundai workers had special skills for short-term jobs barchart.com/share/news/346……
To continue the dialogue on the potential for US natural gas supply to peak in the next couple of years, here's GoRozen's Q2 analysis: gorozen.com/commentaries/2… #EFT #NaturalGas #LNG #Ethane #DataCenters #AI #Electricity #Ethane #ngl
blog.gorozen.com/blog/gas-time-… Too many straws in the milkshake - the era of "abundant, affordable" US nat gas is coming to a close. Marcellus peaked in 2023, US peaked in Feb 2024. Tough choices ahead. #naturalgas #LNG #EFT
Have been writing about this for a couple of years now, before data center demand growth. Too many straws planning to drink the gas supply milkshake takes the "affordable" out of the market. #LNG ‘Stakes Are High’ for U.S. Manufacturers Warning of LNG-Fueled Natural Gas…
It was bound to happen sometime. The Cramer Curse comes to midstream, along with him showing us he knows absolute 0 about ethane. Jim Cramer Says Energy Transfer “Got its Act Together a Long Time Ago” msn.com/en-us/money/ma… #EFT #Ethane #Cramer $ET $OKE
No inflation? "Hershey is set to raise prices on its chocolate candy by a "low" double-digit percentage as cocoa costs reach record highs, driven by crop disease and poor weather in West Africa. The Pennsylvania-based candy maker says the hike will reflect rising ingredient…
Ok is it time to go long yet? Natural Gas - Houston, We Have a Summer, by @NGLFundamentals open.substack.com/pub/fuelforeth… #EFT #LNG #AI #DataCenters #Ethane #NGL #Ethane #NaturalGas
Is using gas really a lower carbon alternative when you have to burn way more of it to generate the same amount of energy as coal? Surely somebody's done this math. #naturalgas #lowercarbonhydrocarbon #EFT #coal The natural gas trap ft.com/content/e969af… via @ft
What say you @Tejanobrown youtu.be/TKVAX4bQcgM?si…
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Trump Voter Outraged Over Changes To No Tax On Overtime
This change was part of the Trump tax bill in 2017, kicked in finally in 2022 and the layoffs began. Makes it harder to reshore tech jobs. #Fintwit #Section174 #H1b #Techoffshoring #OBBB The hidden time bomb in the tax code that's fueling mass tech layoffs…
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