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

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.
Sources
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