#Energy

A ground-truth read on the fuel, the generation, and the equipment behind the AI build-out: what's physically available, where the constraints exist, and where capital can earn a return

Four months after modeling three scenarios for US gas scarcity, all three are obsolete. The Strait of Hormuz is closed, 19% of global LNG supply is offline, and the era of "and" ended on February 28, 2026. Here's the revised thesis.

The United States is building two generational infrastructure booms simultaneously, and they're about to collide. AI datacenters and LNG exports are betting on the same finite resource: American natural gas.