Jamie Heard @JamieHeard5
Gas is back. Worked energy (banks / hedge funds / corporate) since '10. I work for Tourmaline. These comments are my comments and view, not my firms. I ♥ O&G. Calgary, Alberta Joined December 2013-
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At a ~40% gas market share in the state of Tx this ~70 GW of load growth results in a power demand growth in gas of 4.2 Bcfpd. In just one state!
At a ~40% gas market share in the state of Tx this ~70 GW of load growth results in a power demand growth in gas of 4.2 Bcfpd. In just one state!
Holy cow. The Texas grid operator's (ERCOT) new electric load review puts 62 gigawatts of additional electric load by 2030 *on top of the current forecast.* New 2030 load levels used in transmission planning reach 152 GW by 2030! For perspective, the all-time peak in ERCOT is…
Will Asian LNG prices keep rising? Chinese consultant JLC thinks they might 📈🤔 🌡️ Summer power demand and concerns over prolonged supply disruptions could continue to push Asian prices higher ⚡ Drought in China’s Yunnan province may curb hydropower mp.weixin.qq.com/s?__biz=MzUxMD…
Great Morgan Stanley India Gas Chart today For the imperialists the ~90 MMSCMD squares to 3.2 Bcfpd. For scale India's current 5.5 Bcfpd demand market compares to China's 35 Bcfpd market.
NYMEX 2026 coming back to test $4. JKM continuing to rally. L48 supply firmly below 100 bcfpd at 98's lately. We are 2 months away from firmer domestic demand, the conclusion of the most painful chunk of LNG maintenence, and 4-6 months away from first LNG feedgas on the next…
This reads positively to me. projects.eao.gov.bc.ca/api/public/doc…
JKM strip waking up to a spring of buying in Asia. The baton has passed; Asia is now the marginal growth for LNG again.
Asian LNG demand jumps after prices slump 🚢 📈 March deliveries to Asia rose 12% from last year to the highest ever for the month 🇨🇳 Growth was led by China, India & Thailand 👉 The takeaway: emerging nations are happy to buy gas... when it's affordable bloomberg.com/news/articles/…
Japan’s LNG inventories drop to the lowest level in years 🇯🇵🚢 💰 This will likely push utilities to procure more spot cargoes (or at least stop reselling long-term supply) 👍 Timing is good. Prices are relatively lower and European inventories are high, so little competition
Josh Young @Josh_Young_1
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WTI Realist 🇸🇦�.. @WTIBull
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Josh Young @Josh_Young_1
95K Followers 2K Following Contrarian value investor. O&G. Not advice, do not rely, past performance not indicative, positioning may change w/out notice. Likes & r/ts are not endorsements
Eric Nuttall @ericnuttall
91K Followers 396 Following Father of 3, husband, & energy investor. Proponent of the Canadian energy patch & occasional market commentator. https://t.co/WVA6oG8CCO
WTI Realist 🇸🇦�.. @WTIBull
18K Followers 116 Following
Burnsco @garquake
24K Followers 766 Following retired young to enjoy life - All things energy investor who supports Canadian equities #com #oott Fitness nut and home theater / audio / gaming enthusiast
Gurgen Ayvazyan @Gugo907
16K Followers 216 Following I invest in energy, wine, and quality growth. I mainly cover Canadian O&G producers and selected US tech companies. 🇦🇲 🇦🇲 🇦🇲 🏎 ⚽️🏀🏈🎾🥊🚴🏊♂️🏇
Alexander Stahel 🇺.. @BurggrabenH
85K Followers 4K Following Let’s make Europe safe again. Commodities
Shubham Garg @WhiteTundraSG
27K Followers 621 Following Founder/CEO @ White Tundra Investments. Betting on the world's growing thirst for Energy. I am not an investment advisor.
Rory Johnston @Rory_Johnston
36K Followers 1K Following oil market researcher | founder of https://t.co/8wKzFUwRqf | former bank economist | markets, code, barbecue | subscribe to my newsletter:
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10K Followers 371 Following Focus: Canadian energy markets/OFS, Canadian CRE/REITs. Trying to be ahead of the curve.
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@JamieHeard5 In Canada, this equation is solid. In the US, you have competing panic narratives ranging from tier quality to the meaning of higher GORs. Some is high grade posturing to limit competition for new acreage; some is fear of being on the wrong side of a midstream constraint problem.
@JamieHeard5 I’m looking at it through the neurotic lens of Larry David: a few more customers is a magnificent opportunity; a lot more customers leads to false expectations about what can be produced in a limited amount of time. Everything is an opportunity until it becomes a burden.
This is Trudeau's Canada. A much different one from 8 years ago. chart: @trevortombe
It's taboo to say it but Ayn Rand described (yes, we all know it was fiction) the tactics and evolution of the political left with uncanny accuracy.
One hurdle to nuclear development in the US is we have both among the highest cost structure for construction and the lowest electricity prices in the world. Makes the economics tough. Hence, of the +/- 60 reactors under construction around the world, none are in the US.
Holy cow. The Texas grid operator's (ERCOT) new electric load review puts 62 gigawatts of additional electric load by 2030 *on top of the current forecast.* New 2030 load levels used in transmission planning reach 152 GW by 2030! For perspective, the all-time peak in ERCOT is…
The @EIAgov gas storage data is out and showed a build of 50 bcf as compared to consensus expectations of 54 bcf. Neutral. @JamieHeard5
Some of the recent tech ideas that were supposed to revolutionize learning and greatly improve outcomes: MOOCs, blended models, gamification, skills-based hiring, tablet for all, adaptive learning, learning management systems, flipped classroom, digital textbooks. AI anyone?
Will Asian LNG prices keep rising? Chinese consultant JLC thinks they might 📈🤔 🌡️ Summer power demand and concerns over prolonged supply disruptions could continue to push Asian prices higher ⚡ Drought in China’s Yunnan province may curb hydropower mp.weixin.qq.com/s?__biz=MzUxMD…
One of these rocket fuels is not like the others. Hydrogen/ oxygen has high energy content per kg and small, fast exhaust molecules. This gives very high specific impulse (thrust:propellant flow ratio) compared to other chemical fuels. But efficiency isn't everything...
Nice example of what wholesale pricing on a grid looks like with a lot of cheap renewables and gas, and no capacity market.
1/15 What's going on with the bond market? It is not pretty. And if the bond market is ugly, everyone else suffers. 🧵
Today we have 400,000 MWs of stand alone battery projects stuck in the interconnection queue because grid operators think the batteries have to be able to charge at the wrong times (at peak) to be interconnected. Makes zero sense. datacenterdynamics.com/en/news/grid-i…
⚡#China GDP data: Q1 GDP YoY +5.3% [Est.+4.6] Q1 GDP QoQ +1.6% [Est.+1.4%] March retail sales 3.1% y/y [Est.4.6%] March industrial growth 4.5% y/y [Est.6.0%] Urban Unemployment 5.2% [Prev. 5.3%] #EconTwitter 🇨🇳 1/ Thread
@JamieHeard5 Power volume traded on Nodal & ICE has been heavy
US electricity demand growth has been flat for ~15 years but is expected to increase 1-2%+ annually from 2024-2030+, driven by electrification (transportation, heating/cooling) and rapid growth of AI. Forecasts (consultants, sellside banks, academic studies) vary on how much…
New research out from @SPGlobal shows that a mine in Canada takes an average of 18.0 years from discovery to production. Mine timelines slowing around the world, average now 16.3 years for mines since 2000, and 17.9 years for those starting in 2020-23 spglobal.com/marketintellig…
Oh Canada, this is incredibly discouraging.
Trends for United States
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