AnneK
@NGLFundamentals
All molecules matter in a world with 8 billion roommates. Long time player in the energy and materials world.
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"debt holders going to eat it"™️ $NVDA #AI #DataCenters #OpenAI
The corporations have the cash surplus - the government and the consumers have the debt. Don't raise tariffs, raise corporate taxes - or break up the monopolies. Free the market. #FINTWIT hussmanfunds.com/comment/mc2510…
Ex-McKinsey consultants are training AI Models to replace them bloomberg.com/news/articles/… The Holy Grail goal of the old "expert systems" was to try to get experienced employees to leave their knowledge behind for free. Now, there's another way. Pay them. #AI #FinTwit…
For those who remember the "Red Bucket Well Control" era, it's not over. #EFT #ProducedWater #ZombieWells #WTI $CVX linkedin.com/posts/stogner_…
Reagan's view of immigration. #ICE #Immigrants #Reagan substack.com/@joealter/note…
It wasn't just the market adjusted before inauguration. Here are returns from election day to election day: Oil and Gas ETF (XOP) Trump 1 -71% Biden +218% Trump 2 -7% Clean Energy ETF (ICLN) Trump 1 +133% Biden -33% Trump 2 +23%
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…
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