AnneK @NGLFundamentals

All molecules matter in a world with 8 billion roommates. Long time player in the energy and materials world. Houston, Texas Joined April 2013

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AnneK @NGLFundamentals

a week ago

To continue the dialogue on the potential for US natural gas supply to peak in the next couple of years, here's GoRozen's Q2 analysis: gorozen.com/commentaries/2… #EFT #NaturalGas #LNG #Ethane #DataCenters #AI #Electricity #Ethane #ngl

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blog.gorozen.com/blog/gas-time-… Too many straws in the milkshake - the era of "abundant, affordable" US nat gas is coming to a close. Marcellus peaked in 2023, US peaked in Feb 2024. Tough choices ahead. #naturalgas #LNG #EFT

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AnneK @NGLFundamentals

2 weeks ago

Have been writing about this for a couple of years now, before data center demand growth. Too many straws planning to drink the gas supply milkshake takes the "affordable" out of the market. #LNG ‘Stakes Are High’ for U.S. Manufacturers Warning of LNG-Fueled Natural Gas…

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AnneK @NGLFundamentals

a month ago

It was bound to happen sometime. The Cramer Curse comes to midstream, along with him showing us he knows absolute 0 about ethane. Jim Cramer Says Energy Transfer “Got its Act Together a Long Time Ago” msn.com/en-us/money/ma… #EFT #Ethane #Cramer $ET $OKE

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AnneK @NGLFundamentals

a month ago

No inflation? "Hershey is set to raise prices on its chocolate candy by a "low" double-digit percentage as cocoa costs reach record highs, driven by crop disease and poor weather in West Africa. The Pennsylvania-based candy maker says the hike will reflect rising ingredient…

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AnneK @NGLFundamentals

2 months ago

Ok is it time to go long yet? Natural Gas - Houston, We Have a Summer, by @NGLFundamentals open.substack.com/pub/fuelforeth… #EFT #LNG #AI #DataCenters #Ethane #NGL #Ethane #NaturalGas

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AnneK @NGLFundamentals

2 months ago

Is using gas really a lower carbon alternative when you have to burn way more of it to generate the same amount of energy as coal? Surely somebody's done this math. #naturalgas #lowercarbonhydrocarbon #EFT #coal The natural gas trap ft.com/content/e969af… via @FT

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AnneK @NGLFundamentals

2 months ago

What say you @Tejanobrown youtu.be/TKVAX4bQcgM?si…

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AnneK @NGLFundamentals

3 months ago

This change was part of the Trump tax bill in 2017, kicked in finally in 2022 and the layoffs began. Makes it harder to reshore tech jobs. #Fintwit #Section174 #H1b #Techoffshoring #OBBB The hidden time bomb in the tax code that's fueling mass tech layoffs…

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Samantha LaDuc @SamanthaLaDuc

3 months ago

Not a question of IF just WHEN the Oil Industry Recession hits US. Again, here's our Geoffrey @GraphCall "50% of the demand is for ground transportation. And EVs are 5X cheaper per mile. And with high power density batteries with Sodium (cheap raw material), new EVs will be…

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AnneK @NGLFundamentals

3 months ago

HAL is real. From the WSJ today: "An artificial-intelligence model did something last month that no machine was ever supposed to do: It rewrote its own code to avoid being shut down. Nonprofit AI lab Palisade Research gave OpenAI’s o3 AI model a simple script that would shut…

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AnneK @NGLFundamentals

3 months ago

Haven't figure out the military application of ethane and butane yet, other than making plastic and gasoline, but....this will also apply to #ET and #PSX Enterprise Products Partners (EPD) Notified of Licenses Required to Export Ethane and Butane streetinsider.com/8K/Enterprise+… via…

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AnneK @NGLFundamentals

3 months ago

SpaceX Has Finally Figured Out Why Starship Exploded, And The Reason Is Even More Humiliating Than… wlockett.medium.com/spacex-has-fin… #Starship #SpaceX #NASA

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Samantha LaDuc @SamanthaLaDuc

3 months ago

Oh no Trump about to lose his “trillions” from Saudis, too? China won’t waste any time or opportunity to hit where it hurts.

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AnneK @NGLFundamentals

3 months ago

With more and more IT and STEM jobs going offshore, looks like learning to code isn't the ticket to high earnings. newsweek.com/computer-scien… #fintwit #IndiaIT #STEM #outsourcing

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AnneK @NGLFundamentals

4 months ago

And yet, no real path forward on reusing most of the produced water. Longer laterals don't fix this. #WTI #EFT #EagleFord #Permian #Oil #Gas oilystuff.com/forumstuff/for…

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AnneK @NGLFundamentals

4 months ago

Still on track - our call for a 2025 Peak Perm back in 2023 is on track. Bullish oil, bullish natural gas. #EFT #PeakPermian #WTI #NaturalGas youtu.be/yIZ5f1cy8l4?si…

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AnneK @NGLFundamentals

4 months ago

Homebuilding in New Braunfels paused due to lack of water supply; Texas Lege has a $250 million fund to look for solutions; why haven't we seen more of them so far? The Impossibly Expensive Plan to Save Texas’s Water Supply texasmonthly.com/news-politics/… #EFT #Permian #Producedwater…

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AnneK @NGLFundamentals

4 months ago

Someone asked "where are the layoffs?" in response to a post about the economy. Here's one place to look: $UPS $AMZN #tariffwars #fintwit United Parcel Service said it is cutting 20,000 jobs this year, moving to slash expenses after breaking ways with Amazon, its biggest…

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AnneK @NGLFundamentals

4 months ago

Reminder than most new cars are some form of a computer on wheels, and that in the future you won't be in control. $TSLA #EV #FSD #AlexaOnWheels #NHTSA Virginia will use technology to slow chronic speeders’ cars—and other states are rushing to join in fastcompany.com/91323835/virgi…