
#natgas quant turned Co-Founder and CEO of SynMax. We originate intelligence for hedge funds, banks and militaries.
Houston, TX
Joined September 2023
- Tweets1.2K
- Following438
- Followers389
- Likes4.7K
All credit to Marc Passy and his team. Originally I wanted the demand side to give Hyperion customers a full S&D that leveraged our supply intelligence and pipeline data into a complete NG fundies package. Marc insisted on taking it further, modeling demand in a novel way that made it industry leading.
It took longer and cost more to build and run but it’s leading the market now with its forecasts.
Thinking about how right Marc was helps keep me humble and reminds me that intelligence products are built in layers. Brilliant insights come from disciplined models on top of validated data.
There are no shortcuts.
We are delighted to share a significant milestone for the SynMax Energy team.
Nearly a year ago, we set ourselves the task of building an entirely new capability for the U.S. natural gas market, going beyond pure supply projection to deliver complete supply and demand analytics. To achieve this, we hired new talent, integrated new datasets, and developed an entirely new modeling methodology, all of which were integrated into a brand-new analytical interface.
We are excited to announce that our full supply-and-demand capability has officially gone live!
Notably, the platform's near-term forecasting component went live approximately eight weeks ago. In that time, SynMax's accuracy in forecasting the EIA's weekly natural gas storage report has risen to the top of an industry-wide ranking published by The Desk (scudderpublishing.com/), outperforming established forecasters, survey indices, and commercial models alike.
Hyperion, SynMax's natural gas intelligence platform, continues to expand in scope and precision, redefining what actionable intelligence means for the energy sector.
Eric Anderson retweeted
We are delighted to share a significant milestone for the SynMax Energy team.
Nearly a year ago, we set ourselves the task of building an entirely new capability for the U.S. natural gas market, going beyond pure supply projection to deliver complete supply and demand analytics. To achieve this, we hired new talent, integrated new datasets, and developed an entirely new modeling methodology, all of which were integrated into a brand-new analytical interface.
We are excited to announce that our full supply-and-demand capability has officially gone live!
Notably, the platform's near-term forecasting component went live approximately eight weeks ago. In that time, SynMax's accuracy in forecasting the EIA's weekly natural gas storage report has risen to the top of an industry-wide ranking published by The Desk (scudderpublishing.com/), outperforming established forecasters, survey indices, and commercial models alike.
Hyperion, SynMax's natural gas intelligence platform, continues to expand in scope and precision, redefining what actionable intelligence means for the energy sector.
Congratulations to @earlkman and the whole @Satellogic team on a successful Merlin launch today!
I’ve long believed that Satellogic is one of the most capable teams in commercial space and what you are doing now with Merlin is game changing.
SynMax is excited to be a part of it!
Eric Anderson retweeted
I see $SATL as the most asymmetrical opportunity in the market right now.
I believe the fundamentals can explain a 300% re-rating in the year ahead.
Here's the most detailed deep dive I've seen on the company, including my valuation framework and price targets.
Enjoy, and feel free to share!
NFA. DYOR.
I saw this first as a quant: there was never a shortage of data, just no way to turn the flood into a decision. That problem is why we built Theia Agents. Nice to see @Forbes covering how our AI is finally unmasking the shadow fleet. bit.ly/4oTw0py
Eric Anderson retweeted
Oil and gas is a technology industry. It just does not always get described that way.
SynMax CEO Eric Anderson joined Big Swing Podcast to talk about AI, energy, and the problem he first saw as a commodities quant: there is no shortage of data. The hard part is separating signal from noise and turning it into the answer to a specific question.
A few things worth listening for if you work in O&G:
🟩 Why we start with subject matter experts like geologists, geophysicists, and ex-hedge-fund analysts before building the AI
🟩 Why foundation models alone don’t solve energy-specific workflows
🟩 How AI moves intelligence from one-off consulting work into a platform customers keep using
Thanks to the Big Swing Podcast team for having Eric on.
Watch or listen to the full episode, available now. Link is in the comments below.
#OilAndGas #EnergyAI #EnergyIntelligence #EnergyTech #ArtificialIntelligence #SynMaxEnergy
Eric Anderson retweeted
Tracking North American data center construction wasn't enough. Your infrastructure intelligence just went global.
Vulcan now monitors 20 data center campuses across 12 countries.14.4 GW of nameplate capacity spanning Europe, Asia, and Oceania. Hyperscalers like AWS, Microsoft, Google, and Reliance are all on the board. The single largest: Reliance's Jamnagar AI Data Center in India at 3,000 MW planned.
Here's what this means for you: sites that were invisible to your analysis last week now have satellite-derived construction signals, analyst review queues, and modeled land-clearing timelines built in. No manual scraping.
No waiting for press releases. Vulcan's weekly review cycle is already running on priority international sites.
The global build-out is happening fast. Now you can see it.
#EFT #EnergyMarkets #DataCenter
"Run a 3D two-phase black-oil simulation on a 100×100×20 corner-point grid of the formation with anisotropic permeability (kh/kv=10), Brooks-Corey relative perms, and the attached well configuration (locations, completions, BHP constraints) over a 20 year forecast horizon, and report cumulative oil/gas/water production, pressure depletion maps per layer, and sweep efficiency."
Eric Anderson retweeted
Most AI tools in oil and gas rephrase what's already been filed. SynMax Agents work from what's actually happening in the field: satellite-derived signals, normalized public data, and forecasting models built on observed activity. You don't get text back. You get a mapped, structured, interactive dashboard you can act on.
Here's what we asked the SynMax Agent: "Give me a watchlist of the top 25 pads in south Texas most likely to add new production in the next 30 to 60 days. Rank them and explain the ranking using frac crews, completions, and TIL patterns."
Here's the live dashboard it returned: agents.synmax.com/public/das…
Try it yourself. No demo, no sales call.
#EnergyIntelligence #OilandGas #EFT #OOTT
Took a few turns, but eventually ChatGPT was able to clean up this photo until it was exactly what I remember happening
Thanks Jamie, enjoyed the conversation!
Enjoyed a wide ranging conversation on Natural Gas, the North American Energy Outlook, Energy Politics, Strait of Hormuz impacts, and more with SynMax's Eric Anderson.
youtu.be/uQ3fxzDOCt8?si=WB5J…
Watch SynMax Agents Trade Live xitter.cf/i/broadcasts/1vJpPrbmL…
Eric Anderson retweeted
We brought together Michael Cohen (BP Americas) and Dr. Ning Lin (UT Austin) at the SynMax Energy Symposium in Austin for an analytical debate on where gas markets go from here.
The question: 𝗜𝘀 𝗟𝗡𝗚 𝗮 𝗴𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆, 𝗼𝗿 𝗮𝗿𝗲 𝘄𝗲 𝘀𝗲𝘁𝘁𝗶𝗻𝗴 𝘂𝗽 𝘁𝗵𝗲 𝗻𝗲𝘅𝘁 𝘀𝘂𝗽𝗽𝗹𝘆 𝗶𝗺𝗯𝗮𝗹𝗮𝗻𝗰𝗲?
This is what they had to say:
🟢 𝗧𝗵𝗲 𝗴𝗹𝗼𝗯𝗮𝗹 𝗟𝗡𝗚 𝘀𝘆𝘀𝘁𝗲𝗺 𝗶𝘀 𝘂𝗻𝗱𝗲𝗿 𝘀𝘁𝗿𝗲𝘀𝘀, 𝗯𝘂𝘁 𝘂𝗻𝗲𝘃𝗲𝗻𝗹𝘆
Recent disruptions have not hit all markets equally. Europe has managed through demand discipline and storage strategy, while Asia has seen aggressive competition for cargoes, with some countries priced out entirely. The result is a more volatile and fragmented global system, where the impact of supply shocks depends heavily on regional positioning.
🟢 𝗗𝗲𝗺𝗮𝗻𝗱 𝗴𝗿𝗼𝘄𝘁𝗵 𝗶𝘀 𝗻𝗼 𝗹𝗼𝗻𝗴𝗲𝗿 𝗮 𝗴𝗶𝘃𝗲𝗻
Much of the long-term LNG demand story depends on emerging markets, which are the most exposed to higher prices and disruption. Slower growth, demand destruction, and a potential contraction in import demand point to a more uncertain trajectory than most forecasts assume. The range of outcomes for LNG is widening, not narrowing.
🟢 𝗧𝗵𝗲 𝗨.𝗦. 𝗶𝘀 𝘁𝗵𝗲 𝘀𝗵𝗼𝗰𝗸 𝗮𝗯𝘀𝗼𝗿𝗯𝗲𝗿, 𝗯𝘂𝘁 𝗻𝗼𝘁 𝗶𝗻𝗱𝗲𝗳𝗶𝗻𝗶𝘁𝗲𝗹𝘆
U.S. LNG is currently balancing global markets, but capacity is constrained and much of the supply is already locked into long-term contracts. Near-term disruptions may support prices, but they do not necessarily solve the longer-term risk of imbalance between supply and demand.
🟢 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲, 𝗻𝗼𝘁 𝗿𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀, 𝗶𝘀 𝘁𝗵𝗲 𝗿𝗲𝗮𝗹 𝗰𝗼𝗻𝘀𝘁𝗿𝗮𝗶𝗻𝘁
The limiting factor is not the availability of gas, but the ability to move it. Connected, liquid systems like the U.S. are more resilient, while more segmented markets remain vulnerable to disruption. Across regions, infrastructure buildout and coordination will determine who can respond and who gets left behind.
Essentially, the future of natural gas is not a single path. It is an ever-changing, widening range of scenarios shaped by geopolitics, infrastructure, and demand uncertainty.
#NaturalGas #LNG #EnergyMarkets #EnergySecurity #Geopolitics #SynMax
SynMax's own David Bellman on Fox Business today talking about our data center development monitoring intelligence

















