@trevor_rose_ 1- Are you in active conversations to attach midstream infrastructure directly to data-center campuses?
2- As we approach what appears to be a plateau and eventual decline in US shale oil volumes what percentage of crude oil's current applications can be substituted by NGLs?
@MasaSonCap@GenoTelecom@NothingBurger16@mikeddano@TMobile I've heard the 'pipeline for AI' angle but not smart on this at all. Do you have a view on this? I look at all this fiber spend and wonder is the bet that they become a toll road for AI data traffic. Are we talking about them signing actual capacity deals with the hyperscalers?
@BubleQe@arcresources Curious does this conservative rough math make sense?
1,400mmcfpd x 365d x $7/mcf = $3.6b in revenue p.a.
25% of nat gas prod at $7-8 intl pricing plus the co has a low 10s fcf mgn
So $2.5b x 10% x 25% = $90m in fcf fixed for many years
@JamieHeard5 do you think there will be a supply deficit that Canada can backfill. why are some so convinced that the US is no where near full capacity and can expand production massively, and why are they incorrect?
@a4_alpha@scriver_barry thanks for your thoughts. student of m&a curious on how a real banker might pitch this and what specific considerations go into saying this is a t-o target. trying to replicate their work and learn as much as I can. do you have a view on what premium cenovus might pay on this?
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