⚡Is U.S. natural gas demand going up or down?
Demand is increasing fast. Liquid Natural Gas exports from US to Europe and Asia are surging.
It’s also growing faster than infrastructure can keep up.
Simultaneously, AI data centers and EV infrastructure are driving massive new electricity needs.
In Q1, on Linkedln, I shared EQT’s recent Investment in Voltera, an EV infrastructure solution that sites, and build commercial fleet operations very similar to the growing Rivian Adventure Network.
The U.S. Energy Information Administration (EIA) projects consumption will rise from ~102 Bcf/day in 2024 to ~107.6 Bcf/day by 2026. This isn’t temporary it’s a preemptive structural move to prepare for the upcoming power needs.
⸻
⚡ Is supply constrained?
Supply is constrained not by how much gas we have, but by how its moved. Production is near record highs (~105 Bcf/day right now! ), however pipeline bottlenecks, especially in Appalachia are causing delays, limiting delivery….. causing EQT to fall behind on meeting demand.
The Solution: EQT’s strategy is expanding its energy infrastructure footprint. Acquiring the distribution center from Blackstone supports their logistics and provides for channels to boost operations around natural gas delivery.
costar.com/article/152336707/eqt-buys-phoenix-warehouse-in-regions-largest-sale-this-year
⸻
Can EQT meet demand better than its competition?
Yes, No Brainer, and here’s why:
EQT is the largest natural gas producer in the U.S., but more importantly, it’s vertically integrated just like Rivian, Scout, Also and Black Berry cyber security to vertically protect it all.
Nonetheless, EQT don’t just drill gas…..
They control the pipelines.
They also investment-grade credit to secure big, long-term deals.
They are the go-to supplier for industries and corporations that need reliable energy at scale, like AI data centers and EV grid infrastructure.
Blackstone, the worlds largest alternative asset manager isn’t selling a billion dollar asset to EQT Corporation for giggles…..
This is strategic hedge to something bigger. They’re not chasing the gold rush, they’re selling the shovels.
While others fight over market share or get blocked by logistics, EQT is increasing piprlines and distribution centers to move clean energy at scale, lock in fixed-price contracts, and……. is quite literally powering the backend of upcoming AI data centers and the current EV revolutions we’re living through.
—
Do your own DD though, I’m just yapping 😉
(Shares currently trading at 58.17 +2.34%)
Demand is increasing fast. Liquid Natural Gas exports from US to Europe and Asia are surging.
It’s also growing faster than infrastructure can keep up.
Simultaneously, AI data centers and EV infrastructure are driving massive new electricity needs.
In Q1, on Linkedln, I shared EQT’s recent Investment in Voltera, an EV infrastructure solution that sites, and build commercial fleet operations very similar to the growing Rivian Adventure Network.
The U.S. Energy Information Administration (EIA) projects consumption will rise from ~102 Bcf/day in 2024 to ~107.6 Bcf/day by 2026. This isn’t temporary it’s a preemptive structural move to prepare for the upcoming power needs.
⸻
⚡ Is supply constrained?
Supply is constrained not by how much gas we have, but by how its moved. Production is near record highs (~105 Bcf/day right now! ), however pipeline bottlenecks, especially in Appalachia are causing delays, limiting delivery….. causing EQT to fall behind on meeting demand.
The Solution: EQT’s strategy is expanding its energy infrastructure footprint. Acquiring the distribution center from Blackstone supports their logistics and provides for channels to boost operations around natural gas delivery.
costar.com/article/152336707/eqt-buys-phoenix-warehouse-in-regions-largest-sale-this-year
⸻
Can EQT meet demand better than its competition?
Yes, No Brainer, and here’s why:
EQT is the largest natural gas producer in the U.S., but more importantly, it’s vertically integrated just like Rivian, Scout, Also and Black Berry cyber security to vertically protect it all.
Nonetheless, EQT don’t just drill gas…..
They control the pipelines.
They also investment-grade credit to secure big, long-term deals.
They are the go-to supplier for industries and corporations that need reliable energy at scale, like AI data centers and EV grid infrastructure.
Blackstone, the worlds largest alternative asset manager isn’t selling a billion dollar asset to EQT Corporation for giggles…..
This is strategic hedge to something bigger. They’re not chasing the gold rush, they’re selling the shovels.
While others fight over market share or get blocked by logistics, EQT is increasing piprlines and distribution centers to move clean energy at scale, lock in fixed-price contracts, and……. is quite literally powering the backend of upcoming AI data centers and the current EV revolutions we’re living through.
—
Do your own DD though, I’m just yapping 😉
(Shares currently trading at 58.17 +2.34%)
