U.S. NATURAL GAS: 85% DISCOUNT TO INTERNATIONAL PRICES – BULLISH OPPORTUNITY

Goehring & Rozencwajg says buying American natural gas is a compelling commodity opportunity. Prices surged 100% in January to $7.50 amid record storage draws and Qatari LNG damage from Iranian strikes. Expect Permian production growth to slow by H2 2026.

Goehring & Rozencwajg says buying American natural gas is a compelling commodity opportunity. Prices surged 100% in January to $7.50 amid record storage draws and Qatari LNG damage from Iranian strikes. Expect Permian production growth to slow by H2 2026.