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Hyperscalers' gas pivot trades a hedged power bet for an unhedged fuel bill
Noreva expects US gas above $10 per million BTU at some hubs, against just under $3 at Henry Hub today. Fuel is roughly half the cost of power from a large plant.
Publishers:techcrunch.com
Reality
- Evidence38
- Adoption55
- Hype gap+22
- Incentives62
- Confidence45