Williams Companies

Thank you.

I've worked for companies such as Argus Media and many price reporting agencies that were later acquired by S&P Global, as well as other related firms.

I've worked in the natural gas, electricity, and other energy commodity pricing spaces.

done a lot of analysis of market trends over those three decades.

In a way, they're not reneging back on their commitments towards clean climate.

That is one of my thought process.

But the desire to be at the top of the global AI value chain Can that be used to justify this kind of a business model where you secure international funding or you get funded by another country to build these generation capacities just for the data centers? And is that giving enough reason for companies to say, hey, the race to air dominance justifies why we can push back on our environmental goals.

There's a lot to unpack there, Sri.

And then I actually went into commodity trading of all things.

I went to work for Williams Companies, worked on their trading floor and moved up from contracts up into origination where he did long-term structure deals.

That's

a lot.

I mean, Enterprise Products is yielding 6% or 7%.

The Williams Company is 3%.

These are above the S&P 500 dividend yield.

And what I like about it, they're going to fall like everything else during a correction in the market.

Baker Hughes announced a collaboration with Google on technologies for data centers earlier this year.

The CEOs of Devon Energy, Williams Companies, and Sempra Infrastructure, all companies that have made significant moves to be part of the AI boom, were also at the dinner.

About a week later, Burgum met with SpaceX executives, including President Gwynne Shotwell, who has pitched building data centers in space as soon as next year.

In 2026, SpaceX acquired XAI, which has built some of the biggest data centers in the U.S. on the border between Tennessee and Mississippi.

being a Rockaway resident, all of the desire to have – I mean not everybody wants this pipeline.

A lot of people do not want this pipeline going through Rockaway and the natural gas coming through this way, the Williams Pipeline.

Yeah.

But there is at one point no new gas hookups in certain parts of Long Island and the Rockaways because of a lack of natural

It's their Prometheus project.

And they're powering it today with 200 megawatts of off-grid, totally islanded natural gas that they built with the Williams Company, a natural gas pipeline company.

And then they're building another 200 megawatts that will come online tomorrow.

in a few months here.

And you can kind of see this in a lot of different deals.

So Meta is signing these deals with the Williams Company, a natural gas provider, and doing them in 10-year deals.

So they're sort of signaling that, to investors that they'll use this off-grid gas for 10 years and then connect to the grid after that.

This access to power is quickly becoming a competitive edge.

But that's what they relied on over at CNBC to do this investigation.

So Trump owns shares in Chevron, ConocoPhillips, ExxonMobil, Kinder Morgan, Marathon Petroleum, Occidental Petroleum, Phillips 66, Valero Energy, and Williams Companies.

And what's really hilarious is that Trump was raking in these massive returns, increasing his wealth off of war, even as he excoriated the oil industry in a press conference on August 4th.

Take a look at this.

But overall, they're price takers.

So I said, what about the rest of the energy world? What about transport stocks, meaning the pipeline companies? And then I went and looked at Chevron, Exxon, and then Williams Company.

Look at the last 10 years.

Even the last 15 years.

The last 10 years.

Let's look at Williams Company.

Total return, 14.25%.

It's one of the largest oil pipeline companies out there.