WAI Orbit! Vandenberg pt. 2!

What do you know about Vandenberg SFB?

SpaceX & ULA lease these pads.

SpaceX uses SLC-4 for Falcon 9 launches.
ULA uses SLC-3 for Atlas V and, in the future, for Vulcan Centaur!

In collaboration with SkyFi! app.skyfi.com/explore 🛰️

Learning about retail arbitrage of free nights power deals in Texas with batteries(tax breaks) and pre-cooling the house in the morning. Markets work. #Power

Solar forecast got highlighted internally this morning. It is quite impressive. #NatGas

Our estimate of current South Central storage impresses me daily, but by August, I'm currently expecting levels to get within the 5 year range. #NatGas

Let's assume a trade
where the loss can be 50MM & the reward 75MM. All analysis has been done, but there is another data/set analysis for X cost that will increase your confidence in the trade by 7%. What is the maximum X you should pay for the analysis? #trading

My analyst just told me that if we inject 5 year minimums in Texas, the end of May Texas storage will be at or above the historic peak of 489. I don't expect us to do that and believe the price will fix the issue. Markets work. #NatGas

Today, a producer stated that data center demand could grow by 10 to 18 bcfd by 2030. While data center demand is robust, a sober review will show that this is pure hype. #Power #NatGas

SkyFi partnered with StarTalk to bring you an eye-opening discussion on how satellite technology is changing international and local approaches to environmental conservation. Don't miss this informative session with Neil deGrasse Tyson, as we look down from above to save the ground…

'Freeport has had the output of an explosion without an explosion' #TraderTalk #NatGas

South Central estimated Storage #NatGas

Based on the forward curve and interest rates, it would seem to be optimal to Frac as much as possible but not TIL until Q4 with ample hedges. Gathering system capacity may limit that strategy as well as cash on hand 🤷🏾 #NatGas

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One of the frequent silly discussions #NatGas traders would have during off hours (and on) was how many X small animals to defeat 1 large animal. IE, how many mice to defeat 1 elephant. This post below reminded me of that. #NatGas #AnimalWars

Large spreads tend to narrow before and during the roll. This happens because of the msimatch between risk wharehouse shops who roll contracts versus ETFs who roll dollars. The net effect is more sales in the deffered than buyers during the roll. Of course there are exceptions…

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'Dont you...forget about me' 🎶 #80s

hartenergy.com/exclusives/bkv…

The 'friends we made along the way post' was hilarious to me, but my autistic peeps didn't get it 🤷🏾 #NatGas

Nuclar fusion is the most important technology under development today for long term human flourishing yet commands just 0.5% of total government research outlays. It easily deserves 10-20x this commitment.

My belief was gulf/hub would have to flow a lot to the Midwest and thus Midwest>Hub even with NGPL outage. Welp..... #NatGas