Matthew Heinlein

Vice President & Head of Corporate Development & Strategy for WhiteHawk Energy

[NYSE 🏛 @NYSE]

The NYSE welcomes WhiteHawk Minerals Corp. to celebrate its IPO! $WHK https://t.co/vzWNpano3h

[Daniel Herz @DanielHerz3]

A great day for #WhiteHawk - $WHK . Looking forward to the next chapter, as we continue to work to build the premier natural gas mineral and royalty business. Thank you to the entire WhiteHawk team and to all of our partners in helping us reach this milestone! Just getting started! #EFT #naturalgas #LNG

[David Heikkinen @heik_energy]

Most companies are using AI to make the current org chart a little more efficient. I think that misses the bigger opportunity.

#AI #Energy #OilandGas #Leadership #Operations #ArtificialIntelligence

https://t.co/h9kMeCG7nW

[Daniel Herz @DanielHerz3]

Qatar Dethroned As 'LNG King' As U.S. Seizes Throne, Reshaping Future Of Gas | ZeroHedge

The significance of this shift cannot be overstated. #EFT #NaturalGas #LNG https://t.co/HmM6645pX9

[Daniel Herz @DanielHerz3]

Continued potential AI / Data Center #naturalgas demand growth coming to Appalachia. #EFT

[Daniel Herz @DanielHerz3]

Enjoy this deep dive into energy, minerals and royalties. Big thank you to Ben West and Pragma. I think you will like this one!!! #EFT #NaturalGas #LNG

The Energy Pragmatist: Interview with Daniel Herz, Chief Executive Offic... https://t.co/vf7wLfFSr8 via @YouTube

[Daniel Herz @DanielHerz3]

WhiteHawk Energy to Acquire Natural Gas Mineral and Royalty Interests Across 150,000 Gross Unit Acres in the Core of the Haynesville Shale #EFT #NaturalGas #LNG - https://t.co/hSO4b9HXIj

[Daniel Herz @DanielHerz3]

Decades of American’s being killed by the Iranian Regime may be coming to an end. This regime chants Death to America. The time has come for the great people of Iran and the world to be freed from these evil murders. God Bless America and God Bless our Troops.

[Daniel Herz @DanielHerz3]

It is important for those who follow #naturalgas to consider the medium-term impact of the significant storage drawdowns that are coming (driven by the very cold weather), and the impact on natural gas pricing over the next 12-24 months.
First, some background. Less than four weeks ago, the January natural gas contract settled at about $4.60. Then, very early in January, the February contact fell to as low as about $3.00 per mcf. This was driven by higher-than-expected production growth (114 bcf/d vs. 108 bcf/d in October). The demand side had been robust with #LNG exports reaching 20 bcf/d, up from 13 bcf/d in 2024. Until this week, winter heating had been relatively light, but not terrible. It was production growth that was putting a damper on natural gas prices.
Now, with extreme cold weather across the country, we have a couple of significant issues. First, "freeze offs," where oil and gas wells do not produce at their full production levels, which will cause over 50 bcf/d less of production. The second factor is the significant amount of natural gas that will be used to heat during this period. These two primary factors will drive storage levels down, which means we will likely end the storage withdrawal season in March at levels consistent with the 10-year average.
The short-term factors of "freeze offs" and heating demand are not what will likely drive medium-term pricing. The reality that we require a sustained 7 bcf/d more natural gas production for LNG exports plus the increasing power demand from natural gas for #AI and #datacenters will likely drive prices higher. To put some numbers to natural gas fired power demand, we expect 7 GW of natural gas fired power to come online this year and in 2027, and then 10 GW of power to come online in 2028. This timeline take into account manufacturing constraints for turbines.
Finally, when looking at the forward price of natural gas in 2027, 2028 and 2029, prices over the last month are relatively flat at a benign $3.75 or so. The major issue with these forward price levels is that they do not incentivize producers to drill and produce new wells, driving production above current levels. While we will get some additional volumes out of the Permian, it is not enough to meet the expected demand.
So, as a result of the current cold weather, and where storage levels will likely end the withdrawal season, it seems reasonable to expect medium-term pricing to move a bit higher to incentivize producers to increase production. My fear is that if prices do not move higher, production will not increase, and we end up short the natural gas we need for heating, manufacturing, AI and data centers, and LNG. This scenario would create periods of further volatility, a scenario, we may be facing. #EFT #LNG

[Daniel Herz @DanielHerz3]

For those who have not seen, this is a group of Hamas (terrorist organization) supporters in NYC outside of a Synagogue. This is simply targeting Jews. 69% of hate crimes are against 2% of the population (Jews). And let me assure you, while it may start with the Jews, they look at America as “the Great Satan.” Disgusting!

[Daniel Herz @DanielHerz3]

Extremely well done and important analysis by ⁦@BainandCompany⁩ related to AI power demand growth. #EFT

“Hyperscalers and enterprises are shifting from raw expansion to disciplined, power-aware growth across global hubs.” https://t.co/9d05tcPJWq

[Daniel Herz @DanielHerz3]

This is very important to pay attention to, and very positive for #NaturalGas over the coming years. #EFT

[Daniel Herz @DanielHerz3]

Continued reasons to be long-term bullish #NaturalGas . Of course, this may not end up coming to fruition, however, we should expect Europe to be diversified with its imports of #LNG for a very long time. Very good for U.S. natural gas! #EFT

[Daniel Herz @DanielHerz3]

LNG exports and U.S. power price | IEEFA - “… new export demand, coupled with rising domestic gas consumption driven largely by rising electricity demand for new AI-related infrastructure, is likely to put upward pressure on U.S. gas prices. #EFT https://t.co/H09w5vBdce

[Daniel Herz @DanielHerz3]

WhiteHawk Completes Acquisition of PHX – Company Announcement - https://t.co/YKnzs9tdqe #EFT #NaturalGas #LNG https://t.co/PC8V5KHfOg

[Daniel Herz @DanielHerz3]

WhiteHawk Completes Tender Offer for Acquisition of PHX #EFT #NaturalGas #LNG https://t.co/SPPGmaMNHB

[Daniel Herz @DanielHerz3]

WhiteHawk to Acquire PHX Minerals Inc. for $4.35 per Share #EFT #NaturalGas #LNG https://t.co/GKWXuIsHJl

[Daniel Herz @DanielHerz3]

Excited to announce WhiteHawk’s sixth large #naturalgas minerals acquisition over the last three years. Great work by the team and a big thank you to all of our partners. #EFT https://t.co/qbX2x5rjne

[Daniel Herz @DanielHerz3]

Enough is Enough!

[Daniel Herz @DanielHerz3]

Wishing everyone a profitable and successful NAPE. Lookout for the WhiteHawk team while you are there. The team is there to find and execute on large #naturalgas mineral and royalty opportunities, as well as find other avenues to build our business verticals. We always like seeing capital partners as well. #EFT