WMB in “Gas Turbines Become the New Backlog”
The Williams Companies, Inc.
Williams transports a large share of US natural gas and should benefit if new turbine installations raise sustained gas burn near major load centers.
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Gas Turbines Become the New Backlog
Data centers and grid instability are reviving dispatchable gas power faster than manufacturers can add turbine capacity.
BULL side — Williams transports a large share of US natural gas and should benefit if new turbine installations raise sustained gas burn near major load centers.
Read the full Gas Turbines Become the New Backlog storyBull side
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WMB in “Gas Turbines Become the New Backlog”
AcceleratingExposure: not rated yetData centers and grid instability are reviving dispatchable gas power faster than manufacturers can add turbine capacity.
Williams transports a large share of US natural gas and should benefit if new turbine installations raise sustained gas burn near major load centers.
- The LNG Wave Breaks Gas Scarcity
WMB in “The LNG Wave Breaks Gas Scarcity”
FadingExposure: not rated yetA surge of export capacity is pulling Asian and European gas prices down while tightening the US feedgas market.
Williams' Transco system is a key conduit for moving US gas toward Gulf Coast LNG plants, supporting contracted pipeline expansions and volumes.
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