MCF Digital

MCF Digital's decision-intelligence platform helps oil and gas operators and mining entrepreneurs evaluate stranded gas in three paths: sell it, electrify it, o

[MCF Digital @MCF_Digital]

Run The Numbers at https://t.co/xAbLbBqO8B

[MCF Digital @MCF_Digital]

A reasonable order of operations:

1) Measure gas volume.

2) Understand gas composition.

3) Identify treatment requirements.

4) Estimate usable energy.

5) Size generation.

6) Determine available compute load.

7) Model economics.

Too many projects start around Step 6.

[MCF Digital @MCF_Digital]

The gas analysis Matters.

Why?

Because poor fuel quality can create:
• derating
• maintenance problems
• treatment requirements
• downtime
• equipment damage

Bitcoin price won't fix bad fuel, Run The Numbers at https://t.co/xAbLbBqO8B

[MCF Digital @MCF_Digital]

Run the numbers: https://t.co/TIIkJSHffo

[MCF Digital @MCF_Digital]

"It's natural gas."

That tells you almost nothing about whether an engine will like it.

Methane matters.

So do CO₂, H₂S, heavier hydrocarbons, heating value and contaminants.

Bad gas doesn't become good gas because the spreadsheet is attractive.

[The Build-a-Mine Podcast @BuildaMinePod]

Every time hashrate "drops 15%" overnight, everybody panics. Most of the time it's just luck. 🧵 👇

[MCF Digital @MCF_Digital]

Do you have low-value or stranded natural gas?

What should you evaluate first?

The interesting answer isn't always the obvious one.👇

[MCF Digital @MCF_Digital]

One Mcf of gas can have several economic lives.

-Sell it.
-Convert it to electricity.
-Use the electricity for compute.

The correct answer depends on the site.

https://t.co/TIIkJSGHpQ lets you compare pipeline sales, power generation and Bitcoin mining using the same gas data.

[MCF Digital @MCF_Digital]

Run The Numbers at https://t.co/xAbLbBqgj3

[MCF Digital @MCF_Digital]

Suppose a site produces 500 Mcf/day, At first glance, selling the gas looks easy.

But what if:
• gathering is expensive
• basis is unfavorable
• compression is required
• the site is infrastructure-constrained

Now The Question is "What is THIS gas worth HERE?"

[MCF Digital @MCF_Digital]

Run The Numbers at https://t.co/xAbLbBqgj3

[MCF Digital @MCF_Digital]

Henry Hub is a benchmark, It is not a check.

Your economics live at the wellhead.

If your model begins with a headline gas price but ignores basis, gathering, compression and processing costs, you may be comparing an actual alternative against imaginary revenue.🤝

[MCF Digital @MCF_Digital]

What Is Your Gas Actually Worth❔

The PRICE of natural gas is not the same thing as the VALUE of your gas❗️

Before asking what else you could do with the gas, know what it is worth today.🤝

Run The Numbers at https://t.co/xAbLbBqgj3!