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

23 hours ago

God bless the ethylene industry! #ethane $Dow #fintwit #naturalgas

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This auto parts company laid off 15,000 employees last year when it went "lights out". Yet, they say that automation "frees up" people to do value added tasks. Apparently for someone else. The auto seating and electronics supplier Lear Corp. ($LEA) is building a technology…

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AnneK @NGLFundamentals

2 weeks ago

25 million b/d of produced water, subsurface pressure causing earthquakes, contaminating what's left of the decent water. This is a big reason why Permian growth is slowing. #EFT #NaturalGas #WTI #Permian #SWD linkedin.com/posts/stogner_…

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AnneK @NGLFundamentals

2 weeks ago

Is the AI race China's version of how Reagan outspent Russia im the 80s? #AI #Datawars #FinTwit #Diesel #Deepseekanddestroy Big Tech's data centers may face grid cutoffs during power crises | AP News share.google/GfytLsC98DtO6p…

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AnneK @NGLFundamentals

3 weeks ago

The next set of pics we see will probably be of North and South Korea celebrating unification and watching American troops leave Seoul. #FinTwit #ICE #SouthKorea #B1Visa Attorney says detained Korean Hyundai workers had special skills for short-term jobs barchart.com/share/news/346……

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AnneK @NGLFundamentals

a month 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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AnneK @NGLFundamentals

a month ago

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

a month 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

2 months 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

2 months 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

3 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

3 months ago

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

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AnneK @NGLFundamentals

4 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

4 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

4 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

4 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

4 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