Aaron Drucker

Energy, history, macro, and some LNG. Connecting dots.

[Aaron Drucker @DruckerAaron]

@Geo_papic @JacobShap @mgertken @PeterZeihan Thanks fellas! Greta episode. This was my World Cup.

[Aaron Drucker @DruckerAaron]

@ira_joseph

[Aaron Drucker @DruckerAaron]

@JacobShap @Geo_papic

I hear you on Landon Donovan, 2010 World Cup, and rooting for your team even if you know you’ll lose.

However, I would just watch the first 2:30 minutes of this for why that won’t happen.

https://t.co/OWOIlyjkh4

[Aaron Drucker @DruckerAaron]

@ErikSTownsend @izakaminska @elonmusk Dude - hopefully you understand her point and can connect it with the batshit crazy ideas from Pippa.

[Aaron Drucker @DruckerAaron]

@izakaminska @CTankie1917 That’s the best take I’ve heard on large infrastructure development from someone that’s not directly involved in the business.

[Aaron Drucker @DruckerAaron]

@MacroVoices @ErikSTownsend @PatrickCeresna @DrPippaM @biancoresearch I don’t think Pippa understands how large infrastructure gets developed, and that’s why her time horizon, and ultimately analysis, is just off.

[Aaron Drucker @DruckerAaron]

@JacobShap @Geo_papic Great show. Love the trade value index. I understand why Carney is #1, but I will fade hard any of the infrastructure getting done.

Other than LNG Canada Ph. 2, no more LNG will hit FID. In fact, I’d wager more LNG from Alaska will hit FID through 2028, than Canada.

[Aaron Drucker @DruckerAaron]

@JigarShahDC I actually with you for once, but in the case of the U.S., I’d add Jones Act + European energy/ oil & gas companies that can’t build offshore and can’t build in the northeast.

[Aaron Drucker @DruckerAaron]

@RepJackKimble Are the idiots we have there now, fake?

[Aaron Drucker @DruckerAaron]

@JacobShap @Geo_papic I agree with that too. I think you’re directionally right, I just wanted the argument to be right for accurate reasons, not accidentally right.

Also, IMO, the unions don’t want BYD factories b/c they don’t want more advanced robots and automation coming to the U.S.

[Aaron Drucker @DruckerAaron]

@JacobShap @Geo_papic I agree with you and Dan on that 100%!

I just didn’t think the glass factory Netflix arguement had anything to do with that point.

[Aaron Drucker @DruckerAaron]

@HatClub I like that O's cap with the Maryland colors brim. Thanks for sharing.

[Aaron Drucker @DruckerAaron]

@HatClub What's your hat collection look like?

[Aaron Drucker @DruckerAaron]

@biancoresearch

[Aaron Drucker @DruckerAaron]

@ira_joseph @ColumbiaUEnergy They produce more than enough associated gas for the country’s power needs. They just need a competent plan for bringing it to shore and building power plants. Hell - the NGL’s alone would pay for the power plants.

[Aaron Drucker @DruckerAaron]

@Geo_papic @JacobShap I like Carney, but I’ll fade the idea that we’re in for some sort of Canadian industrial infrastructure boom.

The 2 most expensive LNG projects in the Americas are in Canada, and Quebec won’t ever allow pipelines to the east coast.

[Aaron Drucker @DruckerAaron]

@JLinvilleFert @JacobShap What’s the term length for the long-term offtake fertilizer companies are willing to sign? B/C from an LNG perspective, those producers are looking for 15 to 20 years.

[Aaron Drucker @DruckerAaron]

@Troy_Tim @evan7257 Chicken is the vegan option of the ranch.