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Patrick Rau

Patrick Rau

May 28, 2026

1:19
What for you, Pat, was the single most important takeaway from the earnings season across the natural gas sector?
1:26
Yeah.
1:26
Hi, Chris.
1:27
Uh, good to hear your voice.
1:28
And you kind of answered your question for me, which I appreciate, but it's, it's, it's just that.
1:33
I mean, that there's likely been a structural change in the global oil and gas market following the Iran war.
1:38
I mean, this war has seen 10% of global crude production come offline and 20% of global LNG production.

11 MINS LATER

13:01
What, what's the latest on sort of the whole data center narrative?

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