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MRP 266: The Case for $12.50 Natural Gas

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Manage episode 451358592 series 2539255
内容由Matt Sands提供。所有播客内容(包括剧集、图形和播客描述)均由 Matt Sands 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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

272集单集

Artwork
icon分享
 
Manage episode 451358592 series 2539255
内容由Matt Sands提供。所有播客内容(包括剧集、图形和播客描述)均由 Matt Sands 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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

272集单集

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