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08.10.26 - 21:38
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From Force Majeure To Forced Haulage: Oracle Is Now Trucking Natural Gas To Its AI Data Centers (ZeroHedge)
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From Force Majeure To Forced Haulage: Oracle Is Now Trucking Natural Gas To Its AI Data Centers
Two weeks ago, Oracle told the world that Project Jupiter, its massive 2.45GW New Mexico mega-campus for OpenAI, was "on schedule." It also sent a force majeure notice to the developer.
Today we found out how it plans to square that circle: with a lot of trucks.
According to Bloomberg, Oracle has been quietly keeping several data centers on track by hauling compressed natural gas (CNG) by road straight to the server farms, and is now weighing the same stopgap for Project Jupiter, where the gas pipeline that is supposed to feed the campus is running late and threatening the timeline. The plan would let Oracle bring the early phases online before the pipe enters service.
Oracle shares slid about 5.5% on the report...
.... while Bloom Energy (BE), which happens to have a 2.4GW fuel cell contract for Project Jupiter (fuel cells which, last we checked, run on natural gas), tumbled 8%
Regular Re...
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08.10.26 - 13:51
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Qatar Masses Tanker Fleet With 2% Of Global LNG Shipping Capacity (ZeroHedge)
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Qatar Masses Tanker Fleet With 2% Of Global LNG Shipping Capacity
Ongoing tensions in the Gulf region pushed Brent crude futures back above $101 a barrel. Reports of Houthi attacks in Saudi Arabia, missile interceptions near Riyadh, and concerns about tanker attacks in the Strait of Hormuz have produced a lot of uncertainty about supplies ahead of the Northern Hemisphere winter.
In recent weeks, crude flows through the Strait of Hormuz have increased, but only because of the US military presence in the critical waterway. Meanwhile, Trump administration officials have boasted that Iran's exports have plunged to zero.
Iran reiterated earlier this week that the Hormuz chokepoint won't reopen until US negotiators meet its conditions for a peace deal. The problem with that is that Goldman's most recent report on Hormuz crude flows shows they are back to prewar levels as Tehran's leverage erodes.
A new indication that Hormuz energy flows could ramp up comes from a Wednesday morning Bloomberg New...
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07.10.26 - 21:33
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NatGas Rises As Forecasts Signal Looming "Arctic Blast" (ZeroHedge)
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NatGas Rises As Forecasts Signal Looming "Arctic Blast"
Natural gas futures climbed on Wednesday morning as cooler weather forecasts across the Lower 48 pointed to stronger heating demand next week and as LNG exports from Gulf states reduced supplies available to the domestic market.
Flagship AI models showing an "Arctic Blast" in the longer range forecasts ~10 days from now. Keeping a close eye on the Arctic as it could stretch and destabilize causing a massive dump of unseasonably cold air already in mid-October. Downscaled-AIFS low temperatures Sunday October 18 -- way too close to freezing for me in Atlanta.
— Ryan Maue (@RyanWeather) October 7, 2026
NatGas futs rose 5.3 cents, or 1.7%, to $3.167 per million British thermal units on the New York Mercantile Exchange in the early US cash session.
Forecasts shifted toward cooler conditions across the northern half of the US. Average temps across the Lower 48 are expected to drop below 30-year seasonal norms next Wednesd...
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07.10.26 - 14:12
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Ölmarkt am Anschlag: Wenn die Puffer aufgebraucht sind (Telepolis)
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Brennende Tanker, angegriffene Raffinerien, leere Lager: Der Ölpreis liegt über 100 Dollar. Branchenchefs warnen, dass die Reserven kaum noch Spielraum lassen... --- Die US-Reserve ist laut Energieministerium auf dem niedrigsten Stand seit Oktober 1982. Auch die Erdgasspeicher sind geleert. Petronas-Chef Tengku Muhammad Taufik warnte, ein harter Winter könne im ersten Quartal 2027 zu einem "Blutbad" am Gasmarkt führen..
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07.10.26 - 13:54
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Klima: Dutzende Staaten für Abkehr von Öl, Kohle und Gas (DPA-AFX)
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NADI (dpa-AFX) - Vier Wochen vor der Weltklimakonferenz in der Türkei haben Dutzende Staaten bei einem Vorbereitungstreffen im Südpazifik mehr Ehrgeiz im Kampf gegen die Erderhitzung gefordert - insbesondere die schrittweise Abkehr von Kohle, Öl und Gas. ......
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