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@convequity 4 clicks

Convequity on X

Natural gas itself has not been the scarce input. The turbines have. Once AI data-centre load outran what the grid, renewables, and near-term nuclear could cover on a GW scale, gas became the compromise — and turbine demand surged from 2024–2025. Lead times still run roughly three to five years, with manufacturers already sold out into 2029–2031. That puts the first large batch of those ordered turbines on a delivery horizon closer to the next twelve months. As they arrive, and as behind-the-meter projects sit at or near gas fields, the incremental gas draw is likely to show up in a concentrated window, not a smooth ramp. Storage has grown only modestly while demand has risen, and drilling and pipeline buildout have stayed slow. New customers do not want to wait another three to four years for later turbine slots, so they are also exploring workarounds: reciprocating engines — internal combustion units closer to older, smaller airplane engines than to jets. The tech is not high-end blade metallurgy, so these generators can be mass-produced. They still prefer natural gas (more energy at the same density, and cleaner). Slightly less efficient than a turbine, but available sooner — and still burning gas. Either path concentrates the fuel draw. $AR, $EXE and $CRK are the producers sitting on that timing gap.

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MYR Group q3’26 Earnings Preview

MYR Group’s Q3 2026 preview cites data-center and power transmission demand, with long-term service agreements supporting margin growth and…

MYRG $4.2B
Monte Independent Investment Research 6 clicks

Mosaic, Part One: The Story

Mosaic’s history traces the 2004 Cargill-IMC merger and the phosphate and potash mines that shaped NYSE: MOS.

MOS $5.8B
Latticework by MOI Global 34 clicks

Mosaic, Part Two: The Deep Dive

Mosaic, NYSE: MOS, is the subject of a second audio program for professional investors analyzing fertilizer producers.

MOS $5.8B
Latticework by MOI Global 5 clicks

Unicycive (UNCY):

Unicycive’s oxylanthanum carbonate NDA earned a March 25, 2027 PDUFA date after two manufacturing-related rejections, with no FDA clinical…

UNCY $98M
Triple S Special Situations Investing 4 clicks
JBFCY · long

Jollibee Foods CORP

Jollibee Foods trades at PHP 144, about 56% below its January 2019 high, framing a long thesis on the Philippine restaurant operator.

JBFCY $2.5B
Value Investors Club 1 click

Moon River Moly: Research Note

Moon River Moly’s updated Davidson PEA lifts after-tax NPV to $1.24 billion as flotation raises tungsten output 350% and cuts molybdenum…

MRIVF $23M
Atrium Research - Equity Research 4 clicks
BMBL 2026-10-21

Bumble is being taken private

Bumble agreed to a $6.05-per-share cash sale to Ithaca Holdings, 136% above its October 2 share price.

BMBL $788M
Modern Value Investing 8 clicks

GLOO, part two

Gloo faces related-party deals, insider-heavy IPO ownership, acquisition losses and $84.5 million of CEO-backed puts as it burns cash and…

GLOO $274M
Guardian Research 4 clicks

Why I sold OB pick for 26 SVM

Silvercorp’s falling Ying grades, prolonged GC suspension, El Domo execution risk and Chaarat funding needs weaken its valuation despite…

SVM $1.9B
The Oak Bloke 27 clicks

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