Saturday, April 5, 2025 | 9:15 AM - 9:35 AM CST

Don’t Bet on Natural Gas Prices, Bet on Gas Volumes

The United States is a natural gas superpower. It produces more gas than China, Iran, Norway, and Qatar combined. The US is also the biggest supplier of LNG to Europe. In addition, nat gas will fuel the AI boom. Nearly all of Big Tech’s new AI data centers will be powered by gas-fired generators. Some 200 new gas plants are now in development in the US, which means domestic nat gas demand will increase by 10% or more over the next few years. How should investors respond? In this presentation, author, film producer, and podcaster Robert Bryce will explain why investors should bet on volumes, not prices. That means looking at the pipeline companies that move that fuel to domestic and international markets. Bryce will also discuss how the new Trump Administration, and recent federal court decisions, will affect the hydrocarbon sector. He will conclude with a brief discussion of why he continues to be insanely bullish on the future of the US.

Robert Bryce
Author
A Question of Power: Electricity and the Wealth of Nations

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