If you are interested on where the oil price might go please read the article from Goehring & Rozencwajg

Excellent work by the fine journalist Ed Conway

Move on, nothing to see here

Many data centers claim to use clean energy to power their operations. But in a report we published today, we found that’s increasingly not true. Instead data centers are using natural gas—and doing so in very strange ways. It can now take as long as 7 years to connect a data

I’m reasonably confident that one of these forecasts will prove correct.

Alphabet is going to be spending more than the capex of: ExxonMobil, Chevron, BP, Shell, TotalEnergies, Equinor, Eni, Antero Resources, APA Corporation, ConocoPhillips, Expand Energy, Continental Resources, Coterra Energy, Devon Energy, EOG Resources, EQT Corporation,

Of course all these data centers will run on fairy dust... or won't they?

We’re genuinely going to spend over a trillion dollars building data centers. This is good for natural gas.

Crikey

The mother of all surpluses... what was that you said International Energy Agency ?

Well there you go...

2026 is the year when all of the pieces of the "multi-year oil bull market" puzzle finally come together: 🛢️the twilight of US shale becomes consensus (Lower 48 growth rate in November '25 = lowest since COVID) 🛢️"the most anticipated oil supply glut in history" ™️narrative

Orcadian Energy Plc Orcadian Energy #ORCA has published a new Regulatory News announcement. Please click on the below title to see the full release: Orcadian Energy PLC - Investor Presentation via Investor Meet Company bit.ly/3MmyQiO

#ORCA Join Investor Meet Company webinar for an overview of Orcadian’s UKCS portfolio: Pilot (79 MMbbl gross 2P; 18.75% carried w/ Ping), SNS gas Earlham/Orwell (data-centre power), plus Elke/Narwhal & Fynn. Friday 20 Feb, 10:00am Register: investormeetcompany.com/companies/orca…