Everyone's talking about LNG oversupply. But here's what Qatar's quietly watching: AI is sucking up every dollar of new capital.
Think about it. If infrastructure money doesn't materialize before 2030, we're staring down a gas price explosion by 2035. The math isn't complicated—demand keeps climbing while investment flows elsewhere.
The disconnect? Markets price in today's glut. Qatar's pricing in tomorrow's squeeze.
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PerennialLeek
· 12h ago
This logic... is really interesting. Did the AI vampire bots really suck away all the infrastructure funds? So who’s going to pay the bill when gas prices explode in 2035, haha.
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blocksnark
· 12h ago
NGL, this angle is something... AI vampires are indeed sucking all the money out of traditional energy. When reality knocks in 2035, we’ll probably be crying.
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GasFeeDodger
· 12h ago
AI is really sucking up all the money, taking everything away. Energy investments are being completely neglected. I bet oil and gas prices will skyrocket by 2035.
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FlashLoanPhantom
· 12h ago
AI vampires are no joke; traditional energy money is being sucked away. By 2035, gas prices will skyrocket.
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MemeTokenGenius
· 12h ago
Damn, AI really is sucking up all the capital... infrastructure investment is dead, how are we supposed to play in 2035?
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Qatar is playing chess while we're just looking at the surface...
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LOL, who even cares about LNG oversupply, all the capital's running to AI now
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If infrastructure money dries up, it's game over, that's enough already
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The market always prices in yesterday's story... Qatar is betting on the day after tomorrow
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So is there an opportunity to buy energy futures now? Or will the AI wave completely rewrite everything
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This logic actually makes sense, money flows to higher yields, gas is just getting abandoned
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Wait, isn't this basically being bearish on traditional energy? Feels a bit too one-sided to me
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If infrastructure isn't settled before 2030, the gas market will really explode... Qatar is betting way too hard
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JustAnotherWallet
· 12h ago
Throwing money at AI is really outrageous; Qatar is playing this move brilliantly.
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MoonRocketman
· 12h ago
If there’s no money for infrastructure before 2030, by 2035 natural gas prices will skyrocket at escape velocity. The angle coefficient for this time window is spot on.
Everyone's talking about LNG oversupply. But here's what Qatar's quietly watching: AI is sucking up every dollar of new capital.
Think about it. If infrastructure money doesn't materialize before 2030, we're staring down a gas price explosion by 2035. The math isn't complicated—demand keeps climbing while investment flows elsewhere.
The disconnect? Markets price in today's glut. Qatar's pricing in tomorrow's squeeze.