Passing [Liquified] Gas - Irrational Analysis

A vacation to the energy markets.

Passing [Liquified] Gas A vacation to the energy markets. Irrational Analysis Mar 24, 2026 80 18 5 Share Irrational Analysis is heavily invested in the semiconductor industry. Positions will change over time and are regularly updated. Opinions are authors own and do not represent past, present, and/or future employers. All content published on this newsletter is based on public information and independent research conducted since 2011. This newsletter is not financial advice and readers should always do their own research before investing in any security. Feel free to contact me via email at:

saved by

• Aryan Naik

related reading

• Hyperliquid & Jeffrey Yan: Beyond the Sky - Colossuscolossus.com
• Some interesting open problems in technology | Locklin on sciencescottlocklin.wordpress.com
• Semafor - An intelligent, transparent global news platform for breaking stories, analysis and videosemafor.com
• Liquefied Natural Gas (LNG) | Department of Energyenergy.gov
• How Did Oil and Gas Futures Markets React to the Election? – Energy Institute Blogenergyathaas.wordpress.com
• The Moon Should Be a Computerpalladiummag.com
• FREE: Strait of Hormuz: A Citrini Field Tripcitriniresearch.com
• Chip Futures - Felix Stockerfelixstocker.com
• LNG Investor on X: "Blue Owl sees a “generational opportunity” in digital infrastructure noting one of the largest supply/demand imbalances they’ve seen. https://t.co/cHrzEWqmeC" / Xx.com
• Investments - Tamarack Globaltamarackglobal.com
• The Great Convergence: North American Natural Gas and the Looming Shift in Global Energy Economicsblog.gorozen.com
• 2022 Annual Letter - Chamath Palihapitiyachamath.substack.com