Somebody spent 18 months modeling every well, pipe, and storage facility in the US gas system and came out calling for a shortage by 2028. Collide is not buying it, and the receipts go all the way back to Greenspan. Then it is deal season, with Magnolia grabbing Wildfire and Matador stacking up two more, all cash and no leverage. Plus SLB is quietly building a billion dollar data center business with Liberty, and somebody deserves a raise for selling that one.

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00:00 A rough start
00:43 The 2028 gas shortage call
04:46 Why the shortage never shows up
06:16 Lessons from 2001
10:04 The reserves nobody modeled
14:16 Permian gas and LNG contracts
17:49 Deal season: Magnolia and Matador
19:19 Why private equity is selling
23:28 What the deals are really worth
30:32 SLB and the Liberty alliance
36:36 Jones Act next week

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