Energy transition is entering a new era of power grid bottlenecks linked to the rise of AI, rising volatility, and materials high-grading. These themes are kingmakers for gas, midstream, marketing, efficiency, metals and advanced materials. What matters most for AI is rapidly-available, scalable baseload, which could be decarbonized in the future, at low cost. Hence data-centers gravitate to shale basins ?! This 17-page PDF presentation covers our latest views on AI and power grid bottlenecks.
Please do contact us if you would like to explore a presentation, to discuss these ideas and implications in more detail.