Research Note: Where US LNG Is Actually Going
The US is averaging almost exactly 16 Bcfpd of LNG exports. But where is all this LNG actually going? The US LNG journey started in
July 6, 2026
The US is averaging almost exactly 16 Bcfpd of LNG exports. But where is all this LNG actually going? The US LNG journey started in
Chevron signed a deal with Microsoft to supply 2.7 GW of data center power for 20 years. Who’s next? The Chevron-Microsoft deal is fascinating for
Want to understand how AI changes the economy? Think less about what AI produces and more about what it consumes. It’s easy, and frankly understandable,
Where will the US rig count end the year? Most people think right around where it is right now. I launched a LinkedIn poll last
The most frustrating AI advice I hear? “We should think about…” It shows up in podcasts. In talks from the stage. In blog posts and
Passing reserves between balance sheets doesn’t create new supply. At some point, the upstream sector has to drill its way back. Global oil demand continues
