Reading Time: 2 minutes
The romantic illusion of a purely wind and solar-based AI revolution collides head-on with physical reality: Data centers require a 24/7 baseload. In this paradigm shift, EQT (EQT) emerges as the largest U.S. natural gas producer, becoming a strategic bottleneck for American re-industrialization. However, the fundamental moat of the company is not only the sheer production volume in the Appalachians but also the vertical integration through the Equitrans acquisition. Those who drill in this basin often fail due to a lack of transport capacity;...
Read this article now with a free account.
Your benefits:
- Every month, you can read 5 articles from the premium section for free.
- Monthly 2 trial issues of the Trader newspaper for free.
- Create a personal watchlist with an overview of news about your stock.
