The more likely form of grid defection for data centers increasingly appears to be behind-the-meter gas generation. A must-read by @ariellesamuel.bsky.social: 🔌💡 https://heated.world/p/ai-is-guzzling-gas
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Plus, an unappreciated factor of the methane market is that a new LNG export terminal opened up last week and having the ability to export our methane to international customers increases our domestic prices for it too.
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