Have you tried Elon Musk’s 70X AI agent?
Editor's Note: Former tech executive Jeff Brown picked Nvidia in 2016. It's up 25,155% since. He recommended Bitcoin at $240. It's up 31,219% since. And he's been ahead of the curve on Elon Musk's businesses for over a decade. In fact, he was one of the first to predict SpaceX's IPO. But today, he says this goes beyond SpaceX. Elon is building something even bigger. And you can get in right now, on the ground floor. Click here for the details or read more below.
Dear Reader,
I’m about to do a live demonstration.
Of Elon Musk’s latest genius invention.
It’s an AI agent…
Perhaps the most powerful ever created.
Elon himself believes it could 70X your money… in a short period of time.
Keep in mind, this is NOT like ChatGPT.
It’s not a chatbot.
Or something you download on your phone.
I expect Musk to publicly launch his AI agent any day now…
Potentially by the end of the month.
It’s critical you see this live demo…
So you understand exactly what Elon created…
And why it’s so valuable.
Regards,
Jeff Brown
Founder & CEO, Brownstone Research
P.S. I’ve been ahead of the crowd on Elon Musk, every step of the way.
After the so-called experts said Tesla was going bankrupt, I doubled down.
And the stock is up 1,510% since.
I was one of the first to correctly predict the SpaceX IPO.
And I’ve visited Musk’s facilities across the country.
So I’m uniquely qualified to give this live demonstration of Musk’s new 70X AI agent.
Thursday, October 8, 2026
What Negative Gas Prices Signal
Producers paid people to take fuel they couldn't move.
The U.S. set a monthly natural gas production record in 2026. Gross withdrawals hit 137 billion cubic feet per day (Bcf/d) in July, per the EIA. That is more gas than America has ever pulled from the ground.
And in West Texas, producers were paying people to take it off their hands.
On April 24, 2026, Waha's spot price fell to negative $10.03 per million BTU. Waha is the main pricing hub for Permian Basin gas. Not low. Negative. Producers owed money to anyone willing to accept their gas. That price fell below zero on 134 trading days.
Record supply. Negative prices. That contradiction is the signal worth reading.
The Big Idea
The U.S. does not have a fuel problem. It has a plumbing problem. The gas is in the ground. The buyers are on the Gulf Coast and overseas. Between them sits a pipeline network that cannot carry enough volume. Three forces now press against that single choke point at the same time.
Its "golden tablet" can produce intelligence up to 1,000 times FASTER than regular AI.
And Jeff believes by November 11…
Elon Musk is going to accelerate the demand for this company's patented technology…
Sending shares higher than anyone can imagine. Click here to see the details.
The World Turned to American Terminals
On March 4, 2026, the Strait of Hormuz closed. The Strait is the narrow shipping lane connecting Persian Gulf exports to open water. Qatar, the world's second-largest LNG exporter, halted all shipments. Overnight, 95% of its LNG exports stopped.
The world needed gas. It turned to the U.S.
American LNG exports to Asia more than doubled in the first half of 2026. The increase was 108% year over year. U.S. terminals averaged 17.4 Bcf/d, up 23% from 2025. That pushed them near maximum capacity.
The demand shock did not create the bottleneck. It exposed it.
Observation: U.S. LNG terminals neared maximum capacity after Qatar lost 95% of its exports.
Interpretation: The U.S. export system absorbed nearly all displaced demand. That left zero slack in the pipeline network feeding it.
The Pipe Cannot Keep Up
Gas sits in the Permian Basin. Buyers wait on the Gulf Coast. The distance between them is a few hundred miles of steel pipe. There is not enough of it.
That is what Waha's negative price means. When production exceeds pipeline capacity, producers cannot move their gas. They cannot shut in the wells either. Most Permian gas comes up alongside oil. The oil pays the bills. So producers pay someone to take the gas just to keep the oil flowing.
On 134 trading days in 2026, that is exactly what happened.
The Blackcomb pipeline is a new 2.5 Bcf/d line from Waha to the coast. It is set for service in Q4 2026. RBAC, an energy modeling firm, projects it will hit 100% utilization on day one. Every cubic foot of new capacity gets absorbed the moment it arrives.
Observation: RBAC models Blackcomb at full capacity from startup. Waha traded below zero on 134 days.
Interpretation: New pipeline capacity is not easing the bottleneck. Demand already exceeds the system's physical limits.
The Second Claimant
LNG exports press against pipeline capacity from the Gulf Coast side. A second force now pulls from the other direction.
AI data centers need power. They are turning to natural gas to get it. Two years ago, data centers consumed about 0.8 Bcf/d. By end of 2026, East Daley Analytics, a midstream research firm, estimates 2.5 Bcf/d. By 2030, it projects 4.8 Bcf/d. A second industry now competes for the same molecules in the same pipes.
East Daley tallied roughly 32 Bcf/d of announced new gas demand by 2031. Half comes from LNG terminals. Half comes from data centers. Both need pipeline capacity that does not yet exist.
Williams runs one of the largest gas pipeline networks in the U.S. CEO Chad Zamarin put it plainly: "This is not an energy supply issue. This is an energy infrastructure issue."
Observation: Data center gas demand grew from 0.8 Bcf/d to an estimated 2.5 Bcf/d in 2026. East Daley projects 4.8 Bcf/d by 2030.
Interpretation: Data centers now compete for pipeline capacity that LNG exports already fill.
Quick Hits
U.S. gross natural gas withdrawals hit 137 Bcf/d in July 2026, per the EIA.
Waha prices went negative on 134 days in 2026, bottoming at negative $10.03/MMBtu on April 24.
Qatar's LNG exports dropped 95% after the Strait of Hormuz closed on March 4, 2026.
U.S. LNG exports to Asia rose 108% in the first half of 2026.
U.S. terminals averaged 17.4 Bcf/d, near maximum capacity.
RBAC models the Blackcomb pipeline (2.5 Bcf/d) at full utilization from day one.
Port Arthur LNG and Rio Grande LNG have a combined 3.7 Bcf/d of capacity. Neither is expected to ship before H1 2027.
What the Bottleneck Tells Us From Here
The next wave of export demand is visible on the calendar. Port Arthur LNG and Rio Grande LNG together add about 3.7 Bcf/d of terminal capacity. Neither is expected to ship before H1 2027. When those terminals open, they add demand to a pipeline network already full.
The signals worth watching in the weeks ahead: Blackcomb's commissioning date and early flow data. Any updates to Port Arthur or Rio Grande timelines. And the spread between Waha and Henry Hub, the national benchmark on the Gulf Coast. That gap measures how tight the pipeline system is. If Waha stays deeply negative after Blackcomb opens, the bottleneck is wider than models show.
LNG and data centers both pull on the system. Both grow faster than steel goes in the ground.
The Map So Far
The U.S. produces more natural gas than ever. It cannot move enough to where the world needs it. Three forces press on the same choke point at once.
Until next time,
The Navigator
