Post

Small Cap Scientist 👨‍🔬🧪🥼
Small Cap Scientist 👨‍🔬🧪🥼@SmallCapScience·
Most of you still aren’t ready for the natural gas boom. There is a zero percent chance that markets don’t arbitrage Natural Gas with 5-6x profits for Europe and Asia. Henry Hub will settle somewhere in the middle. Id guess $6-9 over the next 2-3 months
Small Cap Scientist 👨‍🔬🧪🥼@SmallCapScience

US Data Centers will run on Natural Gas. Henry Hub Gas Futures are under $3 MMBtu in the United States. It's $15-17 MMBtu in both Europe and Asia. It's a key advantage for the United States in the Global AI race. $NG1! will trend higher as US exports arbitrage global prices.

English
12
0
51
11.3K
bilbo
bilbo@Bilbobag12341·
@SmallCapScience Check out $CGEH, behind the meter nat gas generators. Will be required for a lot of these sites.
English
1
0
1
288
micah
micah@CabronElBufon·
@SmallCapScience Isn't American export capacity already at limits? (Meaning companies like Cheniere and Venture Global are already arbing; it's just a waiting game as more infra gets built out.) And don't data centers only add an extra few percentage points to total natgas demand?
English
0
0
0
130
Bored Waifu
Bored Waifu@bored_waifu·
@SmallCapScience Abaxx Exchange ($ABAXX) was built precisely for this environment. They’ve launched physically-deliverable LNG futures (GOM, NPA Asia, NWE Europe) that provide real benchmarks beyond outdated regional proxies like Henry Hub, TTF, or JKM.
English
0
0
3
133
Ian Chew
Ian Chew@MrIanChew·
@SmallCapScience Yep there's some upside. Though $6-9 isn't realistic when export capacity is more or less maxed out and perhaps more importantly weather hasn't been hotter than usual. HH is primarily US weather driven till we ramp up export infrastructure at scale (in progress)
English
1
0
2
129
Kim ⭐️
Kim ⭐️@KimResearch_·
@SmallCapScience Agree on the direction but $6-9 feels tight if LNG export capacity ramps faster than expected.
English
0
0
0
26
Feline
Feline@BowTiedFeline·
@SmallCapScience There’s hardly any export capacity online the next 2-3 months that would rerate the commodity The bull thesis is in 2027 if you believe in the HH/int’l arb closing Unless you get lucky with weather aberrations
English
0
0
0
104
Charles Deskins
Charles Deskins@jordoxx·
@SmallCapScience lowkey forgot how massive the nat gas spread is right now if markets love arbitrage this much, that price gap wont last long
English
0
0
0
106
Paylaş