Cale Smith

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Cale Smith

Cale Smith

@CaleInTheKeys

Veteran. Dad. Value investor focused on energy. Islamorada, FL Keys. Views my own. Disclaimer: https://t.co/6U3tQzoNHU

Islamorada, FL Katılım Aralık 2008
3.5K Takip Edilen4K Takipçiler
Josie Koler
Josie Koler@JosieinParadise·
#National401KDay 💸 #assets @CaleInTheKeys Assets, investments, experience, connections, capabilities and even real estate can also make one a target 🎯 Talk to a pro, an adviser and know your capital worth in life and business
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Cale Smith
Cale Smith@CaleInTheKeys·
@AdamWelch_ Hey Adam, great to hear from you! Should catch up more soon! Will ping ya via email, thx for reaching out
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Cale Smith
Cale Smith@CaleInTheKeys·
@AmericanGwyn Fantastic - and "a mere 5 percent of the author’s sprawling personal library." It's not hoarding if it's books!
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Aaron Gwyn
Aaron Gwyn@AmericanGwyn·
Cormac McCarthy’s personal library.
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Cale Smith
Cale Smith@CaleInTheKeys·
@retailLNG @Shalennial Yep, SRE release mentioned FOB. Gotta wonder if they evolve into a hybrid-producer-plus-LNG marketer...so more like a mini Shell than a Vitol...tho would obvs take a while. Will see.
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Cale Smith
Cale Smith@CaleInTheKeys·
@VGDeepDive @Shalennial Yep. Raises the intriguing question of how they intend to get more FT capacity to the GC in a few years...and have some ideas, but that's probably another thread!
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Venture Global Deep Dive
Venture Global Deep Dive@VGDeepDive·
@CaleInTheKeys @Shalennial Yes, I agree. But most of that pipeline capacity is booked. That’s why there’s a price differential. If it was easy, the market opportunity wouldn’t exist.
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Cale Smith
Cale Smith@CaleInTheKeys·
“infrastructure build” = pipe capacity + marketing capability, tho, not steel-in-the-ground, right? Need FT southbound space on Transco, TCO, Rover, or MVP (when finished) and to add a marketing desk. Shouldn't be a problem. Bigger lift is contracting, but still not too hard a solve. Plus, have years. Neither project at FID yet.
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Cale Smith
Cale Smith@CaleInTheKeys·
Market will be cautious until we know if they go tolling, FOB or DES. If go capacity reservation/resell, would de-risk that glut scenario. Either way, zero chance EQT signs up for massive unhedged volume exposure, IMHO. Rice = pretty vocal in past about not taking that kind of risk.
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Venture Global Deep Dive
Venture Global Deep Dive@VGDeepDive·
@CaleInTheKeys @Shalennial $EQT opened financial exposure without pipeline capacity to close the arbitrage. I’d expect markets to discount this heavily until there’s a bit more evidence that they can connect basins. If there’s an LNG glut for a few years, this strategy could lose billions.
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Cale Smith
Cale Smith@CaleInTheKeys·
@TheOneLanceB Yep, internal bogey of 4.5 so would be almost there. Come on, COP, pool's open, dive on in
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Cale Smith retweetledi
DadDontKnow
DadDontKnow@Cpl_Dont_Know·
Happy Birthday to the US Coast Guard who, let's be real here, still remains the 2nd coolest military organization in this country. Army ain't got shit on this.
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Cale Smith
Cale Smith@CaleInTheKeys·
@dustinnoe Roger that. Shoot, I'm gonna need another 5 GW myself by the end of the week.
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Dustin Noe
Dustin Noe@dustinnoe·
@CaleInTheKeys From this point forward, humanity will have an insatiable appetite for compute. Data centers are just scratching the surface of the compute infrastructure that will be deployed in the decades to come. Energy is critical.
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Cale Smith
Cale Smith@CaleInTheKeys·
meh. know a guy who can go 24/7 on just a pack of reds and circle k coffee
UBTECH Robotics@UBTECHRobotics

#WalkerS2 - The World's First #HumanoidRobot Capable of Autonomous Battery Swapping. → Anthropomorphic Bipedal Locomotion → Autonomous hot-swappable battery system→ Autonomous battery swapping, 24/7 continuous operations Swarm Intelligence 2.0 is coming soon!

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Radiant
Radiant@RadiantNuclear·
Now we have video showing what two metric tons of West Virginia graphite looks like as it's extruded by our friends at Amsted Graphite Materials. This is the first reactor order of American-made, nuclear-grade graphite in over a decade, and it's coming to @RadiantNuclear!
Doug Bernauer@DougBernauer

Feast your eyes on two metric tons of West Virginia graphite that will be slowing down neutrons in our first nuclear reactor by next year! Baked at over 2500C by Amsted Graphite Materials, it’s the first reactor order of American-made, nuclear-grade, graphite in over a decade.

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EQTCorp
EQTCorp@EQTCorp·
CEO @Shalennial joined @SullyCNBC on @CNBC at the Pennsylvania Energy and Innovation Summit to discuss why natural gas is essential infrastructure for America’s AI-driven future. From repowering legacy sites to fueling the world’s largest gas-powered data campus, EQT is delivering scalable, reliable energy to meet the demands of the digital age—while supporting economic growth and energy security. Watch the full interview: cnbc.com/video/2025/07/… #EQT #NaturalGas #AIInfrastructure #EnergyInnovation #EnergySecurity #CNBC
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K9s For Warriors
K9s For Warriors@k9sforwarriors·
David served as a search and rescue swimmer in the Coast Guard — a role that came with a hard truth: you can’t save everyone. The weight of that reality took a heavy toll. Today, his Service Dog Al helps him get through each day — a true miracle.
K9s For Warriors tweet mediaK9s For Warriors tweet mediaK9s For Warriors tweet media
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