Demand is booming, supply is challenged, and there are some great opportunities and thought provoking implications
If you're a generalist looking at US natural gas because of the AI demand growth theme, don't miss this:
bisoninsights.info/p/natural…
Why are people surprised to see natural gas up 5%? It’s a basic supply / demand thing. While many have been pumping $OKLO up to a frothy best-case-scenario price two decades out, most normies understand we aren’t reaching 125GW of new power in under 10y w/o natural gas. 🔥
If you're a generalist looking at US natural gas because of the AI demand growth theme, don't miss this:
bisoninsights.info/p/natural…
Rogier Groen retweeted
There's a thread and some articles for this.
If you're a generalist looking at US natural gas because of the AI demand growth theme, don't miss this:
bisoninsights.info/p/natural…
Got nat gas?
If you're a generalist looking at US natural gas because of the AI demand growth theme, don't miss this:
bisoninsights.info/p/natural…
Me too.
If you're a generalist looking at US natural gas because of the AI demand growth theme, don't miss this:
bisoninsights.info/p/natural…
How to play this natural gas for data centers theme?
Here are some thoughts. A 🧵
If you're a generalist looking at US natural gas because of the AI demand growth theme, don't miss this:
bisoninsights.info/p/natural…
Oil and gas. Nat gas has gotten a lot of attention recently, but there are some compelling small caps
If you're a generalist looking at US natural gas because of the AI demand growth theme, don't miss this:
bisoninsights.info/p/natural…