[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Leo [@LeoNelissen](/creator/twitter/LeoNelissen) on x 9077 followers Created: 2025-07-16 20:20:41 UTC $LB - LandBridge What the market is missing: - Just XX% of revenues are oil and gas royalties - Its sponsor, Five Point, founded PowerBridge. PowerBridge is working to get data centers to the Permian. It works with $NRG Energy, which will make it MUCH easier to get deals done on LB land. - Unofficial reports show work is in progress with players like CoreWeave. - Stargate will be perfect for the Permian. - There is no other player that has what LB has when it comes to low-risk contiguous land. - Eventually, LB will be home to mega-campuses that come with external power facilities, etc, as it aims for the big deals instead of smaller commercial customers. - Nat gas is basically free in the Permian (Waha). Once egress improves, both LB and $TPL will get a huge boost in revenue growth. - Drillers will pay anything to get rid of brackish water in the years ahead (LB partners with WaterBridge). This decline sucks, as it's fueled by fears of an implosion of Permian activity. That's not happening. And even *if* it were happening, it would massively boost oil prices and push activity into the Delaware's best acres, which LandBridge services. Disclaimer: LB is my largest position.  XXXXXX engagements  **Related Topics** [nrg](/topic/nrg) [coins energy](/topic/coins-energy) [$nrg](/topic/$nrg) [futures trading](/topic/futures-trading) [$lb](/topic/$lb) [nrg energy inc](/topic/nrg-energy-inc) [stocks utilities](/topic/stocks-utilities) [$crwv](/topic/$crwv) [Post Link](https://x.com/LeoNelissen/status/1945579360792031387)
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Leo @LeoNelissen on x 9077 followers
Created: 2025-07-16 20:20:41 UTC
$LB - LandBridge
What the market is missing:
- Just XX% of revenues are oil and gas royalties
- Its sponsor, Five Point, founded PowerBridge. PowerBridge is working to get data centers to the Permian. It works with $NRG Energy, which will make it MUCH easier to get deals done on LB land.
- Unofficial reports show work is in progress with players like CoreWeave.
- Stargate will be perfect for the Permian.
- There is no other player that has what LB has when it comes to low-risk contiguous land.
- Eventually, LB will be home to mega-campuses that come with external power facilities, etc, as it aims for the big deals instead of smaller commercial customers.
- Nat gas is basically free in the Permian (Waha). Once egress improves, both LB and $TPL will get a huge boost in revenue growth.
- Drillers will pay anything to get rid of brackish water in the years ahead (LB partners with WaterBridge).
This decline sucks, as it's fueled by fears of an implosion of Permian activity. That's not happening. And even if it were happening, it would massively boost oil prices and push activity into the Delaware's best acres, which LandBridge services.
Disclaimer: LB is my largest position.
XXXXXX engagements
Related Topics nrg coins energy $nrg futures trading $lb nrg energy inc stocks utilities $crwv