Why I am bullish on natural gas prices after 2024

[dan_s]

"Today’s AI chips run at extremely high temperatures and require massive amounts of power. We’re talking about 1,000 terawatts by 2026 — or what Japan consumes in a year. So, there will never be enough electricity to run them all on our aging grid — not by a long shot." - Energy & Capital email 9-21-2024

Uranium fueled power plants will generate more of the U.S. base load, but a lot more natural gas fired power plants will need to be built for dedicated electricity and for back-up electricity.

This is why I am also bullish on copper.