Once-in-a-decade opportunity as AI creates energy shortage
Natural gas producers securing billion-dollar contracts now
Tech giants are committing $247 billion to AI infrastructure in 2025 alone, creating an energy crisis that's sending natural gas up 35% year-over-year.
EQT just paid $1.8 billion for strategic assets while Palantir commits $100 million to nuclear—and this convergence of AI demand with Trump's energy policies is creating opportunities that may not exist in six months. Access full story now.
-Christopher
P.S. Wood Mackenzie identified 196 gigawatts of potential data center projects—the window to position is closing. Read this before it's too late.