{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Big Digital Energy","title":"Every Gas Shortage Call Has Been Wrong, PE Dumps Assets & SLB Chases GPUs | BDE 07.28.26","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/ef051dd5\"></iframe>","width":"100%","height":180,"duration":2312,"description":"Somebody spent 18 months modeling every well, pipe, and storage facility in the US gas system and came out calling for a shortage by 2028. Collide is not buying it, and the receipts go all the way back to Greenspan. Then it is deal season, with Magnolia grabbing Wildfire and Matador stacking up two more, all cash and no leverage. Plus SLB is quietly building a billion dollar data center business with Liberty, and somebody deserves a raise for selling that one.\nClick here to watch a video of this episode.\n00:00 A rough start\n00:43 The 2028 gas shortage call\n04:46 Why the shortage never shows up\n06:16 Lessons from 2001\n10:04 The reserves nobody modeled\n14:16 Permian gas and LNG contracts\n17:49 Deal season: Magnolia and Matador\n19:19 Why private equity is selling\n23:28 What the deals are really worth\n30:32 SLB and the Liberty alliance\n36:36 Jones Act next week\nhttps://twitter.com/collide_ai\nhttps://www.tiktok.com/@collide.io\nhttps://www.facebook.com/collide.io\nhttps://www.instagram.com/collide.io\nhttps://www.youtube.com/@collide_io\nhttps://bsky.app/profile/collide-ai.bsky.social\nhttps://www.linkedin.com/company/collideai","thumbnail_url":"https://img.transistorcdn.com/iy6jIYchYeWUZ4i3KMDwG--bihbqsPBgMZtYTL4T32g/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS81NTQ3/MzlhMzY1MzgyZDM4/NTZiMjQwNTg0YmNj/NDZiZS5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}