GasFlair @FlairGas

following power / O&G markets. wooooo! Joined December 2024

Tweets

14
Followers

5
Following

20
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93

GasFlair @FlairGas

3 months ago

@TermPowerTrader Batteries supressing upside

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@marketplunger1 Units too small. Distributed gen is hot right now but most are made by GE and CAT. Think linking a bunch of 5/15/30 MW units together rather than these smaller ones I see on Generac website Look to what $SEI $PUMP are using

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GasFlair @FlairGas

a year ago

@USAEnergyNatGas Nuclear gets premium pricing direct for the clean narrative

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GasFlair @FlairGas

a year ago

@mmm_btus Still probably goes shitload higher next ten years but 5mm is foolhardy

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GasFlair @FlairGas

a year ago

@ContrarianCurse 100%

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GasFlair @FlairGas

a year ago

@barronsonline Yes

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GasFlair @FlairGas

a year ago

@russellgold Capacity curves + fwd prices just don’t pencil out to all in cost of new build. $1700-1900/kW hard to make work

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GasFlair @FlairGas

a year ago

@russellgold What if power load forecasts don’t hit? 🤷🏻

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GasFlair @FlairGas

2 years ago

Some WH staffer is going “wait, you import…electricity?”

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GasFlair @FlairGas

2 years ago

@joecarlsonshow Salesforce isn’t a meme stock

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GasFlair @FlairGas

2 years ago

@mmm_btus BTC Xmas mooned pretty hard last “up cycle”

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GasFlair @FlairGas

2 years ago

@CClarkReport WNBA not ready for prime time

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GasFlair @FlairGas

2 years ago

I’m real. Following power / o&g markets. Let’s go. Woooooo!

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Peptide research, compounds & testing 🧪
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Trading energy derivatives since the stone age. I think that makes me a dinosaur or an expert or neither. You be the judge.
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NATGAS @USAEnergyNatGas

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I invest in oil & gas stocks professionally at Bison Interests and I write about them on https://t.co/wrIfEj0SjH

This is not an offer or solicitation. Caveat emptor

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mmm, btus @mmm_btus

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