May. 28 at 9:49 PM
$ET couldn’t be more wrong lol maybe if you live under a rock, you’d believe that, but regardless, natural gas will be the most reliable and accessible power source for data centers over the next 5 years before SMRs become more readily available and tested. ET is mainly volume based, commodity pricing has little effect on the actual revenue. They have already partnered with Oracle for data center pipelines as well Entergy and a few others. The war in Iran only reinforces the need for domestic production and security and we have also been exporting more from the gulf. More and more countries will want to avoid supply chain disruptions, Iran can play tollmaster for the strait, but I guarantee everyone else is rethinking energy security for themselves.
