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Latest OPEC MOMR includes demand breakdown by product. Looks like OPEC defines “light distillates” as NGLs and condensate Not sure why they don’t always report this breakdown. Interesting and helpful. Non-OECD propping up demand with OECD demand nearly flat.
But it’s misleading for OPEC to constantly tout liquids demand growth, whereas their quotas are for crude only (and they even go a step further by also excluding condensate) So much debate and effort goes into deconstructing OPEC vs non-OPEC crude supply growth trends to find a…
10 bcfd of new Permian gas pipes that have been FID’d, and now we have 5 handle WTI Congrats midstream Look forward to Waha trading $1.50 below TTF
lol $6.40 henry hub, may as well build your data center on Mars
4/ The math is brutal. Baseline Henry Hub at $3.20/MMBtu. A 100% spike to $6.40? Electricity jumps 40% to $119/MWh. That adds $25M/year to a single facility’s OpEx. For the 6GW US build-out in 2025 (60 x 100MW sites), that’s an extra $1.5B annually.
Below is what the Goldman utes analyst attributes higher power prices to on the US coasts Basically reasons 1-3 are in some form attributable to net zero goals/mandates and anti-O&G infrastructure development Last is T&D….so no, it’s not just poles and wires
Incredibly bullish. Someone tell me the ticker
US oil demand (ex NGLs) looks like it could have peaked to me
Easier for O&G industry to build and spend $50B on mostly intrastate pipes (no federal permitting) and >$150B on TX/LA liquefaction for intl export than to build interstate pipes on US coasts for domestic use (cheap power!) 25+bcfd (150+ GW equivalent) could end up exported
Energy companies to spend $50bn on new US pipelines as they tap into gas boom Record LNG exports and growing electricity demand from data centres have created supply bottlenecks ft.com/content/fb244a…
Literally the only thing the country needs to do to prevent runaway power prices is allow and encourage the permitting and construction of interstate gas pipes Stopping literal net zero grid nonsense would also help
The good news is 500k of the builds was SPR
GS just now on oil: “The risks to our 2025-2026 price forecast are two-sided but skewed modestly to the upside” Wonder how the perma bulls will reconcile this thesis with the idea that GS is an oil contra
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