Isn't there an electricity generation a bottle neck, e.g. gas turbines? There may be a surplus of gas without the means to convert them into electricity?
I listened to Doomberg on thoughtful money about a month ago. He said BTUs are interchangeable and the Permian need to be looked at as a basket. If one is up the other is down. I don't remember why he maintained Saudi was keeping oil high, but therefore gaz is cheap. That a lot of money & time will be spent building pipelines to data center sites with their biggest expense to be cooling. Therefore the the LT path will be data centers built at the source of gaz in cold regions & the data will be shipped instead.
Isn't there an electricity generation a bottle neck, e.g. gas turbines? There may be a surplus of gas without the means to convert them into electricity?
I think grid connections are the bottleneck
I listened to Doomberg on thoughtful money about a month ago. He said BTUs are interchangeable and the Permian need to be looked at as a basket. If one is up the other is down. I don't remember why he maintained Saudi was keeping oil high, but therefore gaz is cheap. That a lot of money & time will be spent building pipelines to data center sites with their biggest expense to be cooling. Therefore the the LT path will be data centers built at the source of gaz in cold regions & the data will be shipped instead.
Yes - likely. See my post on Harbin Energy