physicist_trader @traderphysicist
Ex-physicist, Natural Gas and Power Market Analyst. Opinions are my own, not my employers. Re-tweets are not an endorsement. Joined February 2016-
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I see so much gaslighting around this topic, and it helps no one. The reality is there is massive corruption tied to it. We’re told autism is simply genetic, or that it’s somehow offensive to even question the cause. Others say the rise in cases is just because “diagnostics have…
🚨Indian women plans to divorce loving husband and marry a colleague with a green card #h1bvisa
We recently published a detailed study on oil speculation with @KAPSARC which was too long for traders. Now you can find a shortened version in CID, an online quant journal: bayes-cid.com/pdf/issues/202…. If you don't have time to read, I'll record it in youtube.com/@VirtualBarrels soon.
Indiana utility new data center deal: NIPSCO signed major data center power deal 9/18/25 with investment-grade customer. Capacity ramps 2027-2032. Requires new generation construction. IURC approval pending with retail customer savings mechanism. Financing via debt/equity mix,…
what is pretty darn interesting is that on Aug 29 we put out our winter forecast. The DJF period looked like what you see in chart 1. The late typhoon link is chart 2 and the last 120 runs ( 30 days, 4x a day) of the CFSV2 control is chart 3
what is pretty darn interesting is that on Aug 29 we put out our winter forecast. The DJF period looked like what you see in chart 1. The late typhoon link is chart 2 and the last 120 runs ( 30 days, 4x a day) of the CFSV2 control is chart 3 https://t.co/f9tf1kGoMF
🚨YOU MUST READ THIS🚨 This image is making the rounds and it should piss off EVERY single Canadian that reads it. We are one of, if not the richest nations in the world when it comes to natural resources. - Oil. - Minerals. - Timber. - Uranium. - Water. And just…
The large load queue in ERCOT continues to be large… ercot.com/files/docs/202…
I was lazier but Jefferies plotted the publicly disclosed TEVs/kW in a nice chart. This deal is notably higher. Again, obvious caveat is portfolios shouldn't be compared like-for-like to individual assets. Value is derived from asset specs, age, location, gas access, nodal…
I was lazier but Jefferies plotted the publicly disclosed TEVs/kW in a nice chart. This deal is notably higher. Again, obvious caveat is portfolios shouldn't be compared like-for-like to individual assets. Value is derived from asset specs, age, location, gas access, nodal… https://t.co/8I9bpFdfGr
Jack Selby warns there will be billions lost when the AI bubble pops. "The euphoria that is going on in coastal VC, especially around AI... may be the biggest bubble that we've ever seen in private tech investing in kind of modern times.... But instead there's these breathless…
New PJM analysis: at least +5 GW of load flexibility needed by 2030 vs recent DR levels to avoid load shed. PJM modeled several scenarios based on load forecast, generator queue, ELCCs. Only ONE was resource adequate. Not enough dispatchable generation = load must flex
Some slides from the Talen investor day on the 9th, bullish PJM load: -2025 summer peak load reached levels not seen in 15 years; National and PJM forecasts show dramatic growth expectations driven by data centers -PJM project potential supply shortfalls by 2030; Less than 1 GW…
New Grid Lab report: TLDR - Gas generation is a lot more expensive than it used to be and only getting more expensive as bottlenecks persistent. -Recent CCGT (combined-cycle gas turbine) projects are routinely ≥ $2,000/kW, versus $1,116–$1,427/kW for 2026–27 vintages; CT…
Data centers are rapidly scaling and reshaping local electricity markets - AI adds to this trend as AI-focused data centers consume orders of magnitude more electricity than other types of data centers.
In today's @washingtonpost: It’s the typical peak of Atlantic hurricane season. Where are all the storms? Record-high subtropical ocean temperatures may be having a counterintuitive effect on hurricane season. Gift article 🎁 wapo.st/4me00cW
Morning video discussion: "SST update with quite a drop-off in the tropics during the past year...a chilly east" youtube.com/watch?v=THmuBW…
I'm excited to start a new initiative of putting everything I know about quantitative commodities trading on YouTube. No investment advice, education only. #OOTT Virtual Barrels Quant Talk, Episode 1: Who is Who in Oil Derivatives? youtu.be/zUAVWhX4EVs?si… via @YouTube
Important update from Wood Mackenzie on solar: near term utility scale additions in U.S. may have peaked in 2024 - new solar in Q2 2025🔻28% yoy,🔻33% from Q1 - downward impact from OBBB ~4%, muted by rush to bring projects online before deadlines - Texas slowing down sharply,…
TapeReaderPro🇺🇸 @Oolalomalt6383
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TA_Master🇺🇸 @Dwaumdui30020
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QuantumTrading🇺�... @Reeiewir492
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PennyStockRadar🇺�... @Qeksa1832430
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Isaac Orr @TheFrackingGuy
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Andrew Gelston (that ... @agelston
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augustin @lisawoods888
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501 Followers 7K Following Stonk player extraordinaire. Very sarcastic. Mostly an idiot savant; sometimes a thoughtful individual. Depends on the day. Crypto parody. IDGAF what you think
Angela Fernandez @afern03
283 Followers 851 Following Texas girl turned NYC girl turned NG/WTI/BRENT derivatives broker. But will forever be the most loyal san antonio spurs fan ! Rice OWLS!! GO SPURS GO!!!
SummitPush @summitpush1
487 Followers 355 Following The mountain unmasks you. Strengths, weaknesses, will—all exposed. Accept yourself and retreat, or climb and transform.
OCM @OCM_C2
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Gary @Gary_T93
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North HUB DART Predic... @DART_Predictor
126 Followers 263 Following We classify ERCOT's energy forecasts into 16 groups; then we calculate expected uncertainty for ERCOT North HUB DART. Tweets are not official trading advice.
Winter Cyborg @EnergyConcavity
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Jeff @know_energy
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This one time at NAPE... @ms_nape
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Dr. Ilia Bouchouev @IliaBouchouev
10K Followers 419 Following Trading executive: 20y+ @kochincglobal. Now at @nyuniversity, @OxfordEnergy. Author of "Virtual Barrels". Opinion only, no advice.
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3K Followers 228 Following Energy trader with a focus on US Power & Gas markets. Texas based
CloudsterWx @CloudsterWx
226 Followers 384 Following Weather enthusiast from the DMV | Snow lover, chess player, skier | Occasional posts regarding weather around the DMV and elsewhere
Jeff Dennis @EnergyLawJeff
6K Followers 933 Following ED at Electricity Customer Alliance; former @ENERGY @FERC @AdvEnergyUnited; Past Chair @ABAEnvLaw. Grid nerd. Views are my own, retweets are not endorsements!
Sam @SlBrandin
2K Followers 1K Following At a nexus of finance, energy, and technology. All opinions are my own. Also skiing.
Mark Sudduth @hurricanetrack
71K Followers 201 Following Weather documentarian. Geographer. Crowdfunded via Patreon. Storm Tracker for Fox Weather. Lots on https://t.co/U02mJWcl75
Synoptic Weather @SynopticWX
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Kacper @KacperWx
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427 Followers 26 Following A new source of global weather information, and a new, welcoming weather community! Founded by @AlanSevere, join our discord! https://t.co/nAqTJH3GYp
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Rush Rush @rushtropicalwx
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Balance Point Researc... @balpointresrch
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Dan Tsubouchi @Energy_Tidbits
13K Followers 75 Following Started the Sunday Energy Tidbits research memo in 1998 & still love everything energy. Energy powers the world!
Russell Gold @russellgold
22K Followers 2K Following Rhymes w/ hustle. Slinging words @T1_Energy. Former journalist @TexasMonthly @WSJ. Author https://t.co/DAlxdqAWJz, flanuer.
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Claire Hao @clairehao_
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Criterion Research @PipelineFlows
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