你可能會喜歡
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
Conoco down bad
In terms of meaningful vols, we are down to Saudi, Iraq and degree to which UAE goes above quota. This seems more like an accounting adjustment and will help highlight how limited OPEC spare capacity appears to be.
Morgan Stanley drawing lines on some liquids demand chart. Trend has not been good Oil supply side been uninteresting for awhile now but gets all the attention Crude transportation demand has to inflect for oil to work. Lower rates will help
Utes now blaming data centers only because they can’t blame natural gas. Just wait if gas sustainably goes above $5. Will start hearing about LNG export quotas
United States 趨勢
- 1. Chiefs 107K posts
- 2. Branch 32.5K posts
- 3. Mahomes 32.7K posts
- 4. #TNABoundForGlory 54K posts
- 5. #LoveCabin 1,096 posts
- 6. #LaGranjaVIP 64.9K posts
- 7. LaPorta 10.5K posts
- 8. Bryce Miller 4,399 posts
- 9. Red Cross 34.2K posts
- 10. Binance DEX 5,066 posts
- 11. Goff 13.6K posts
- 12. Dan Campbell 3,782 posts
- 13. Rod Wave 1,168 posts
- 14. Kelce 16.4K posts
- 15. #OnePride 6,368 posts
- 16. Butker 8,460 posts
- 17. Mariners 49.2K posts
- 18. #DETvsKC 4,954 posts
- 19. Eitan Mor 5,520 posts
- 20. JuJu Smith 4,266 posts
你可能會喜歡
-
Ragnarøkk Capital
@NIKOSKINOS -
RySci 🛢
@The_RySci -
Yu clown
@clowns_hunt -
Jeff Tomasich
@JeffTomasich -
GuruLeaks
@Guruleaks1 -
The Crude Chronicles 🛢
@crudechronicle -
The Haven
@TheHavenCrypto -
Shubham Garg
@WhiteTundraSG -
Nicolas Goudard
@agoudard1 -
Billy Bailey
@wrbailey8 -
Hammerstone Markets
@HammerstoneMar3 -
FFS
@v_ffs -
Alvaro de Ansorena
@adeansorena -
Bubble Boy
@PaoloPinkelVI -
Christine Guerrero
@SheDrills
Something went wrong.
Something went wrong.