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MRP 266: The Case for $12.50 Natural Gas

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Manage episode 451358592 series 2539255
Innhold levert av Matt Sands. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Matt Sands eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Natural gas currently trades at a massive discount to crude oil based on its energy content. While oil has been hovering at around $70 per barrel, natural gas trades at just over $3 per thousand cubic feet (mcf). We talk about how this pricing disconnect is creating opportunities as two major new demand sources emerge: AI data centers requiring reliable power and innovative gas-to-liquid technologies that can convert natural gas directly into gasoline and other fuels.

As always, links to the resources mentioned in this episode can be found at mineralrightspodcast.com.

  continue reading

266 episoder

Artwork
iconDel
 
Manage episode 451358592 series 2539255
Innhold levert av Matt Sands. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Matt Sands eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Natural gas currently trades at a massive discount to crude oil based on its energy content. While oil has been hovering at around $70 per barrel, natural gas trades at just over $3 per thousand cubic feet (mcf). We talk about how this pricing disconnect is creating opportunities as two major new demand sources emerge: AI data centers requiring reliable power and innovative gas-to-liquid technologies that can convert natural gas directly into gasoline and other fuels.

As always, links to the resources mentioned in this episode can be found at mineralrightspodcast.com.

  continue reading

266 episoder

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