EP 019: Data Center & Energy Transitions Impact on the Oil & Natural Gas Markets

In this Alpha Sense sponsored webinar, we discuss how AI’s power demand is rewriting the energy equation.What started as a “data problem” has become an energy story — and few people have thought more deeply about that intersection than Arjun Murti, former Goldman Partner and author of Super-Spiked.Together, we unpacked:- How data centers consistent energy requirements are changing natural gas markets and the energy transition- Whether oil’s “durable demand” is misunderstood and where we are in the oil cycle- How the energy transition is creating both constraints and investment opportunitiesThis isn’t a conversation you want to miss. Watch on-demand now.*Not investment advice*Subscribe to our newsletter for research updates and high-conviction episodes from top PMs & Analysts: https://pitchthepm.beehiiv.com/subscribeThis is an Alpha Sense webinar. For a complimentary trial click the link below: https://www.alpha-sense.com/pitch/