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Good morning, here's what the OilPatch Team has for you today:
Chinese AI Ripple Effect Spreads to Natgas Stocks
The news of the week is that a Chinese startup released a cheap AI assistant.
Big Tech stocks tanked.
Then the rout extended to natural gas companies.
Natural gas getting obliterated since DeepSeek.
Less data centers needed. Less chips needed. Less electricity needed. Less natural gas needed.
— Spencer Hakimian (@SpencerHakimian)
6:37 PM • Jan 28, 2025
Listen to Oilmen
Oilmen tells the stories of the great petroleum entrepreneurs of the past — and the present.
Jerry Jones, the owner of the Dallas Cowboys, recently appeared on the hit show Landman.
Many know him as an NFL owner, but are unaware of his oil & gas career.
Here's how he broke out in the industry 👇
— Adam Oxsen (@AdamOxsen)
3:37 PM • Jan 23, 2025
These men built the modern world with abundant and cheap energy. Listen now to Oilmen.
Former IEA Exec Slams Agency for Dangerous Delusion
A former IEA executive has accused the agency of being delusional.
In a 30-page report, Neil Atkinson has called this behavior dangerous, risking trillions in investment.
The @IEA's declaration of an 'age of electricity' replacing the 'age of fossil fuels' is "premature," says former head of IEA oil markets division | #OOTT
— Javier Blas (@JavierBlas)
4:15 PM • Jan 29, 2025
Tweet of the Day
“Look, we’re making all the mining equipment electric, no more fossil fuels!”
“Cool. Where’s the electricity coming from?”
“Generators….”
“What kind of generators?”
“….natural….gas…..generators….”
— Oilfield Rando (@Oilfield_Rando)
6:08 PM • Jan 26, 2025
Thanks for reading today’s Oil Patch!
Stay oily, my friend.
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