LNG supply and interconnection queue pair through power-supply economics: US LNG export dominance pulls feedstock gas to the Gulf Coast, leaving inland data centers competing for the same gas that fuels their behind-the-meter plants. Episode 020 notes this pulled-supply dynamic as a 2027+ pricing risk.
The ceasefire moved in days, oil moved in hours, and hyperscaler money moved in commitments. The physical system barely moved at all. Turbines, transformers, LNG trains, and grid connections were already the binding constraint; the blockade and the $630B hyperscaler pledge simply made that constraint visible to everyone at once.
LNG supply and interconnection queue pair through power-supply economics: US LNG export dominance pulls feedstock gas to the Gulf Coast, leaving inland data centers competing for the same gas that fuels their behind-the-meter plants. Episode 020 notes this pulled-supply dynamic as a 2027+ pricing risk.
The ceasefire moved in days, oil moved in hours, and hyperscaler money moved in commitments. The physical system barely moved at all. Turbines, transformers, LNG trains, and grid connections were already the binding constraint; the blockade and the $630B hyperscaler pledge simply made that constraint visible to everyone at once.