BlueChipOil

On a quest to find the most incompetent energy mgmt team #EFT / RT = Saves

[BlueChipOil @BlueChipOil]

@EthanHBellamy @WillRayValentin @EnergyCredit1 @losingyourmoney @CostEquity @clintbarnette @mr_skilling @MLPguy @Henry_M_Hoffman The world doesn’t need more light, sweet oil

[BlueChipOil @BlueChipOil]

What’s with the irrelevant CFB teams in Texas talking the most shit?

Extending Rhett Lashlee and losing to Cal? Embarrassing…UT and A&M are crushing it with NIL

[J Magnuson @JR_Magnuson]

If the twitter burner is wearing purple and desperately trying to belong, it’s probably the Mid 12 🤡 show from Ft Worthless! 🐴 ✌🏼

[BlueChipOil @BlueChipOil]

@ShanuMathew93 Why would the AI market blowing up impact non recourse data center debt?

[BlueChipOil @BlueChipOil]

@forrest_f_ @ShanuMathew93 @xiaowang1984 15 GW is nothing….There’s 3.5 GW already confirmed BTM gas and that excludes the Meta/Entergy gas plants which may swing both BTM/FTM

There’s a single BTM gas player that could have > 15 GW contracted backlog by 2027

[BlueChipOil @BlueChipOil]

@forrest_f_ @ShanuMathew93 @xiaowang1984 …my read is those charts and the comment boxes are saying that (i) markets will be tight b/c S&D (ii) BTM gas won’t be meaningful

Im not sure any tech company or DC co is backing (ii)

Real world…have to consider BTM if you’re a large load

[BlueChipOil @BlueChipOil]

@ShanuMathew93 @xiaowang1984 …biggest variable is the amount of collab b/w federal and RTO IX reform that has never happened in history..to all click in the next 6-12 mo…to allow base/bear by 2030

If you don’t believe Trump can fix all the policy headaches…then BTM gas is >50 GW (BNP solving for wrong X)

[BlueChipOil @BlueChipOil]

@xiaowang1984 @ShanuMathew93 On the other side - are data centers critical load? Isn’t that the big philosophical elephant in the room?

[BlueChipOil @BlueChipOil]

@ShanuMathew93 @xiaowang1984 help me find the 140 GW of natural gas capacity by 2030

Are IX studies optional now?

[BlueChipOil @BlueChipOil]

@ShanuMathew93 …problem with equity research like this is that it needs to be cross functional (with input from data center team)

Analyst clearly doesn’t understand load dynamics. Or utility projections. IX queue knowledge for generation also seems poor.

[BlueChipOil @BlueChipOil]

@Suicide95518428 DM me if you want to compare notes on who to blame

[BlueChipOil @BlueChipOil]

@mattlanza Dodgers win if they slide head first

All this talk of baseball analytics and…they do that in the World Series in 2025?

[BlueChipOil @BlueChipOil]

@ArroyoNieto @ArroyoNieto please do a follow up article on how many sell side equity analysts excluded the off balance sheet debt in their EV calc in the next few months (next quarter?)

@AyyouEm @StrapCap @HeyMan800

[BlueChipOil @BlueChipOil]

@MLPguy @NCarolinaTrader Do the alternatives PE/PC boom now chasing retail money take some wind out of MLP/midstream? Historically there was significant retail interest and ownership

Flip side…REITs seem to be doing worse than midstream? Or at least sentiment is poor over there

[BlueChipOil @BlueChipOil]

@amn3siak “We are going to build a multi-state transmission line (over 700 miles) that transports curtailed renewables to load centers; it’s easy!”

[BlueChipOil @BlueChipOil]

@SimonMahan How can you calculate LCOE if the contracts are confidential?

[BlueChipOil @BlueChipOil]

@ShanuMathew93 @bahadorz Solar? Wind?

Nuclear deals with tech? Not all 3 of those have $90 PPAs

[BlueChipOil @BlueChipOil]

@DrewSmithee Ok that is funny

[BlueChipOil @BlueChipOil]

@DrewSmithee Used at scale? Frequently? AES pays for this? Apex? EDPR?

Reminds me of the solar premium AI tracking software that companies tried to sell. Promised upgrade to generation with technology and wasn’t as advertised

[BlueChipOil @BlueChipOil]

@DrewSmithee Has this ever been used in the US? I can’t imagine renewable developers (now with PE ownership) doing the following:

1. Higher capex (for this ML thing)
2. Lower MW / capacity factor
3. Lower cash flow from the project

[BlueChipOil @BlueChipOil]

@ShanuMathew93 @ChevExec hasn’t CVX new energies been complete busts and boondoggles?