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The U.S. is facing a situation where natural gas has become the critical bottleneck for economic growth — not oil, not renewables, but gas. The buildout of data centers, the reshoring of manufacturing, and the electrification of everything are all converging on the same fuel at the same time, and the infrastructure to deliver it simply isn't there yet.

Invest Like the Best with Patrick O'Shaughnessy
1w ago

There's a lot of pressure to bring this new energy online very quickly because states are currently competing for the opportunity to attract these data centers, even though the financial benefits of them for the state has not actually yet borne fruit.

1mo ago

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

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