Do you have any LNG primer book recommendations for non-engineering folks? I'm an energy lawyer and eager to learn more. Claude suggested LNG: A Nontechnical Guide by Tusiani but it's from 2011 and technology and market dynamics have changed a lot since.
It's shameful that western New York state is denied the opportunity to extract its wealth of natural gas and offer another venue for data centers. The down-on-their-luck cities west of Albany could become busy hives of valuable economic activity but for the Democrat's fracking ban.
Happy New Year to you as well! That bit about Alberta investing in data center was news to me. This is why I love your work. You never seem to fail to provide a nugget with every piece. And, I love my nuggets!
President Trump should try to add Alberta on a standalone basis. The leadership and presumably
most the population there seem more aligned with America in many key ways, so if the relevant Canadian and provincial laws allow for secession…let’s do it! (Doubly so if Mark Carney becomes PM.)
I would also point out that water is a very important component to cooling large and small data centers. The Permian in addition to cheap natural gas has an abundance of water!
"Third, energy prices are highly inelastic, such that mere percentage points of regional supply imbalances cause wild market swings."
Uhmmm...did you mean to say energy DEMAND is highly inelastic? Because the supply-caused market swings you mention next can make for rather elastic prices, after all.
How does this pan out in light of reality? (Reality is that which doesn't go away even if you stop believing it.)
This fellow lays out the logic and realities of an all-electric pipe dream. Many succinct, easily understood arguments would be politically powerful soundbites/memes to be had. Reason, after all, is the servant(bitch) of emotion. It's most effective when well-couched in emotional appeals.
Insights into energy and how it makes the world turn have been insightful as well as profitable from an investor standpoint too. the subtle sarcasm is icing on the cake. Wishing continued success. I'll be along for the ride. Thanks
Hi Doomberg. If it turns out the Deepseek news is accurate. Would you still be long natural gas?
Doomberg have you seen this on zero hedge
China's DeepSeek Bombshell Rocks Trump's $500BN AI Boondoggle
Apparently the Chinese approach uses much less power and much cheaper
So don’t need all those nuclear power plants and 30k usd nvidia chips
Early days
I'd add one more winner to the prediction, the companies that make and service the machines that convert natural gas into moving electrons.
Do you have any LNG primer book recommendations for non-engineering folks? I'm an energy lawyer and eager to learn more. Claude suggested LNG: A Nontechnical Guide by Tusiani but it's from 2011 and technology and market dynamics have changed a lot since.
It's shameful that western New York state is denied the opportunity to extract its wealth of natural gas and offer another venue for data centers. The down-on-their-luck cities west of Albany could become busy hives of valuable economic activity but for the Democrat's fracking ban.
Happy New Year to you as well! That bit about Alberta investing in data center was news to me. This is why I love your work. You never seem to fail to provide a nugget with every piece. And, I love my nuggets!
President Trump should try to add Alberta on a standalone basis. The leadership and presumably
most the population there seem more aligned with America in many key ways, so if the relevant Canadian and provincial laws allow for secession…let’s do it! (Doubly so if Mark Carney becomes PM.)
I really enjoy each article. It is helpful to keep one step ahead of the crowd. Thanks again!
I would also point out that water is a very important component to cooling large and small data centers. The Permian in addition to cheap natural gas has an abundance of water!
HNY! Doom will you do a piece on Thorium. Thank you.
Another succinct look at global energy dynamics. My first year with the Doomberg Chicken will certainly continue! Have a great new year and thank you.
I love the chicken. Happy new year guys, and I'm eagerly awaiting your articles. :-)
"Third, energy prices are highly inelastic, such that mere percentage points of regional supply imbalances cause wild market swings."
Uhmmm...did you mean to say energy DEMAND is highly inelastic? Because the supply-caused market swings you mention next can make for rather elastic prices, after all.
Or did I miss something?
This on the future of the US energy policy distortion:
https://youtu.be/K8Nz-4eEBTw
How does this pan out in light of reality? (Reality is that which doesn't go away even if you stop believing it.)
This fellow lays out the logic and realities of an all-electric pipe dream. Many succinct, easily understood arguments would be politically powerful soundbites/memes to be had. Reason, after all, is the servant(bitch) of emotion. It's most effective when well-couched in emotional appeals.
Keep the articles coming. Have a joyous 2025
Insights into energy and how it makes the world turn have been insightful as well as profitable from an investor standpoint too. the subtle sarcasm is icing on the cake. Wishing continued success. I'll be along for the ride. Thanks