underscoredpodcasts

@underscoredpodcasts

2 clips · 1 follower

Follow
Tag:commoditiesClear

Starting in 2028, AI data centers and LNG exports will need more gas than the country can produce and deliver. By his math, the US could exhaust its working natural gas storage by 2030. In his words, the upside risk to prices becomes unbounded and convex.

Invest Like the Best with Patrick O'Shaughnessy
3d ago

The fundamental problem is that America has been extraordinarily successful at producing natural gas, but the infrastructure to move it, store it, and export it has not kept pace with demand growth. We are essentially running a system that was designed for a different era, and the consequences of that mismatch are going to become very apparent very soon.

4d ago

Underscored — save the words that stop you in your tracks.

Start saving quotes →