Somebody spent 18 months modeling every well, pipe, and storage facility in the US gas system and came out calling for a shortage by 2028. Collide is not buying it, and the receipts go all the way back to Greenspan. Then it is deal season, with Magnolia grabbing Wildfire and Matador stacking up two more, all cash and no leverage. Plus SLB is quietly building a billion dollar data center business with Liberty, and somebody deserves a raise for selling that one.
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00:00 A rough start 00:43 The 2028 gas shortage call 04:46 Why the shortage never shows up 06:16 Lessons from 2001 10:04 The reserves nobody modeled 14:16 Permian gas and LNG contracts 17:49 Deal season: Magnolia and Matador 19:19 Why private equity is selling 23:28 What the deals are really worth 30:32 SLB and the Liberty alliance 36:36 Jones Act next week
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