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“A number of companies Describe themselves as having a lot more inventory of wells to drill than we can justify with facts, and I'll just leave it at that”

“We don't think that Bloom Energy's assets at two gigawatts or more will be able to get natural gas in competition with all of the other assets that are being deployed that will consume gas, given the scarcity that we see.”

“Our work suggests that 26, 27 natural gas is, is appropriately supplied. But as we get into 28, and you plug in this compute, and you assign gas to very specific assets as they're plugged in as well, and you continue to export LNG as we're planning to do with …”

“Where you will feel it the most securely will be electricity prices in 28, 29, 20 30 based on our work.”

“After evaluating every producing gas well and the entire pipeline and processing and gathering system, we have the capacity to add about 20 BCF a day of gas production.”

“When you do that, it's about five BCF a day, we think, of very credible incremental natural gas demand associated with Mostly AI compute.”

“If you start to move it down, it's a P-thirty or P-zero, that number, you know, can more than double and be, you know, 12 to 15 BCF a day by the early twenty-thirties if unmitigated.”

“We get through most of the existing captured inventory of companies in the next four or five years.”

“In the last 10 or 12 years, we've really built one interstate gas pipeline. That was Mountain Valley Pipeline connecting Appalachia to Mid-Atlantic.”

“When you get to the middle of twenty-twenty-eight, We start to break very materially below in a historical way where gas available in storage has ever been before. And by 20, 29, we dropped below all known historical storage evidence.”

“XPLR, tickers XIFR, formerly Nextera Yulco, which is an interesting, interesting set of assets. They have a windfall coming in the latter part of the decade, in early 20 thirties, Ceteris Peribus, because they mark their PPAs to market at much higher values wi…”

“We think residential solar grows exponentially from here even without tax incentives. For the first time, it's very economic with where electricity prices are likely to go to install solar, especially when it accompanies batteries, which make it much more make…”

“When we think about the cost of the hyperscalers, right now energy is about budgeted to be about 10% of their cost... If you plug in all of this compute and it's gas powered, and we think gas could double or triple structurally, Even without weather, it could …”

“It is pretty important that we don't curtail LNG, although that will certainly be one of the levers as we go out to the late, late decade that we will be forced to think about to deal with rising electricity prices in the country.”

“As soon as utilities turn the page and start to really hedge or buy gas in 28, and we start to see all these natural gas generating companies start to think about securing supply, you're gonna see, you're gonna start to see a knife fight to secure natural gas …”

“People are not really willing to look past summer heat or a slight outage in an LNG facility right now, but in six months, we start to see these companies roll forward to look at 28. In six months, you can start to see the forward curves really move up materia…”

“As of today, we're scheduled to export up to 35 BCF a day by the end of 2030. And in that case, the dye has been mostly cast.”

“80% of our salaries for tech is covered by the government.”

“Natural gas, which is over 40% of US power generation, has become, or is imminently going to become, the most important fuel in the country. It's overtaking petroleum, given the amount that we use now for generation.”

“As the U.S. Will be about a third of global gas supply in several years our allies and other FTA and increasingly non-FTA countries are reliant on-”

“We've accounted for all of the major productive basins in the country, and I do not think we're likely to be surprised by some new major shale find.”

“Gas, which is currently at three dollars and 50 cents, three dollars and 60 cents, going out to 26, 27, in 28, the curve is flat. 20, 29, 20 30, the curve is flat because people believe the gas is abundant.”

“At eight or 10 dollars, We think you potentially shut off some of the U.S. Exports where there are spot cargos, and they are leaving the border to capture uplift in Europe or elsewhere.”

“They probably control 70% of remaining core Haynesville wells.”

“Everybody who are making decisions in this moment are using the forward curve for natural gas, which is flat, a little backward, a little contiguous, mostly flat out to the twenty-thirties, in the mid threes.”

“And so I would say like in general SAS, At an exit level, where we're seeing, you know, companies be acquired right now, I would say a good outcome is in the high single digits to, you know, call it like seven to 12, would be like, that's a good strong outcome…”

“So I think it's coming back, but I do think that over the next Call it two years. I don't know if I have a crystal ball good enough to look at four years, but call it over the next two years. I see a return to kind of normal. I wouldn't say like back to like s…”

“Today we're exporting about 15 BCF a day of nameplate US export capacity. Now that fifteen billion cubic feet is on a base of about a 110 to a 112 BCF a day of natural gas production in the US.”

“Six series Bloom Energy, you know, kind of latest gen fuel cell will take a hundred and fifty million cubic feet a day of gas per gigawatt.”

“In fact, EQT is shutting in natural gas right now because they think it'll be more valuable later.”

“The stock has plummeted over the last six months as a part of that search, and it's trading at four times EBITDA on a forward curve where no one believes what I'm telling you to be the case, even though we think modeling the facts gets you to a much higher gas…”

“Today, China is building 39 plus or minus nuclear reactors. 34 of them are one gigawatt plus. I think a third of those are modeled after the AP 1000.”

“I think they're well on their way to going well over, I don't know, probably over a hundred K MRR.”

“I think I personally emailed all, almost all 20,000 of people those signups, and spent, you know, most of my evenings writing these emails, ah, and engaging with people, and I think when people see, you know, a founder doing that, they say, and they like the p…”

“Just over a 50 K. Okay.”

“We're closing in on half a million, so just shy of that.”

“We're looking at about 40,000 monthly active right now.”

“I think we're in like the three to 4000 range.”

“Our churn has been a bit variable recently. There's been a lot of a lot of competitors coming to the space, but on average we're looking at about five percent.”

“No, we don't do any paid acquisition at this point.”

“Cold emailed us, wanted to put money in, said they liked what they're doing. Apparently, so they say there's some of the guys that really early investors in Facebook so back when Facebook was like, you know, eight employees or something like that and they deve…”

“Yeah, last year sales were around a 150,000. Really my best year was COVID. Well, twenty-twenty was my best year. Did almost a half a million in sales.”