Miner Company
Energy Crisis Blows Softer In U.S.: AI Infrastructure Trade Appears Intact
U.S. midstream firms and AI infrastructure firms are positioned for long-term benefit given secular compute demand. Oil's inflection point is estimated around $100/barrel, with a worst-case scenario modeled at $140 and a safety premium on U.S. fuels likely.
U.S. midstream firms and AI infrastructure firms are positioned for long-term benefit given secular compute demand. Oil's inflection point is estimated around $100/barrel, with a worst-case scenario modeled at $140 and a safety premium on U.S. fuels likely.