Apr. 10 at 11:00 AM
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Why am I a natural gas bull and pipeline bull ?
Natural Gas is the Main Driver:
24/7 Reliability (Baseload Power): Unlike solar and wind, which are intermittent, natural gas provides continuous power, which is essential for data centers that cannot afford downtime.
Immediate Availability: Data center demand is growing faster than the electrical grid can be upgraded. Gas-fired turbines can be deployed "behind-the-meter" to bypass slow utility grid connections.
Surging Demand: Over 100 GW of new gas-fired facilities have been announced in the US in recent years to support this load, with gas supplying the largest share of additional demand through 2030.
"Behind-the-Meter" Projects: Many tech companies are building their own dedicated natural gas power plants on-site to guarantee power supply.