“When you get to the middle of 2028, we start to break very materially below in a historical way where gas available in storage has ever been before... the upside risk price of natural gas is both you ”
Adding 35 billion cubic feet of daily LNG exports and new AI data centers will drain US natural gas storage by 2028 and spark a massive price spike.
“Two companies most lover to that would be Kamico which owns 49% Brookfield 51%... when the Westinghouse comes public and it's deeply undervalued within Camo today.”
AI data centers are draining the power grid, forcing the US to fund 10 new nuclear reactors and handing Cameco's Westinghouse stake a massive windfall.
“Highest quality upstream company in Appalachia is probably Range. Range has significant room to grow production and um and materially grow returns to investors.”
AI power demands will drain US gas storage by 2028 and send prices toward $10, enriching top Appalachian producers like Range who hold 30 years of supply.
“Residential solar assets are really one of the only ways to protect yourself from what's going to happen during the time of 10:00 a.m. to 6:00 p.m. once gas gets really tight in the electricity market”
Homeowners will install residential solar exponentially to escape skyrocketing grid power prices triggered by the depletion of America's 4 TCF gas storage.
“Expand Energy is probably at the top of that list. They probably control 70% of remaining core Hanesville wells... the stock has plummeted over the last six months... and it's trading at uh four times”
Expand Energy controls 70% of core Haynesville wells and trades at a dirt-cheap 4x EBITDA right before an AI-driven natural gas shortage reprices the market.
“formerly Nextera Yield Co which is an interesting interesting set of assets they have a a windfall coming in the latter part of the decade in early 2030s Cedus Parabus because they mark their PPAs to ”
NextEra Energy Partners will harvest a massive windfall in the early 2030s by repricing their 9.8 gigawatt renewable portfolio at surging electricity rates.
“BWXT which is a super interesting company with um they're the primary supplier of nuclear for the US Navy. they they significantly benefit from you know the coming nuclear cycle as well and um lots of”
The primary nuclear supplier for the US Navy captures massive dollar content in new AP1000 reactors as the grid races to solve a severe 2033 gas deficit.
“Caterpillar is I think they're doubling their uh, solar turbine capacity between now and the end of 29, which I would judge is just at the exact wrong time when people may be questioning whether they ”
Caterpillar is doubling its solar turbine capacity by 2029 right as skyrocketing natural gas prices destroy the demand for new gas-fired power generation.
“we don't think that Bloom Energy's assets at 2 gawatt or more will be able to get natural gas in competition with all of the other assets that are being deployed that will consume gas given the scarci”
Bloom Energy's 2 gigawatts of distributed fuel cells will starve as they fail to secure affordable natural gas against competing data centers.
“natural gas could be 20, 30, or 40% of their cost of doing business at a time when, you know, they're supposed to be reaching escape velocity with profitability.”
Microsoft's AI profitability will collapse as a severe natural gas shortage spikes energy expenses to 40% of their operating costs.
“natural gas could be 20, 30, or 40% of their cost of doing business at a time when, you know, they're supposed to be reaching escape velocity with profitability.”
Skyrocketing natural gas prices will crush cloud profitability as energy costs surge to consume 40% of total compute expenses.
“natural gas could be 20, 30, or 40% of their cost of doing business at a time when, you know, they're supposed to be reaching escape velocity with profitability.”
Alphabet is doubling capex to $185 billion by 2026, but spiking natural gas prices will crush the profitability of its massive AI infrastructure builds.