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NatGas

13 themes · 87 tickers

How are different parts of the natural gas complex faring? Our NatGas group dives into the market's big shift! Surging LNG exports and hungry AI data centers are creating a demand-pull, driving structurally higher prices across the entire gas value chain, from producers to power generation.

Chart (~1Y)

Themes in this group

Data as of · build 20260331T211629

ThemeTickers
NatGas '25: Diversified Energy Producers5
NatGas '25: Downstream7
NatGas '25: Engineering & Construction8
NatGas '25: Equip & Services15
NatGas '25: Gas Marketing & Trading4
NatGas '25: Gas Producers14
NatGas '25: LNG Infra7
NatGas '25: Midstream & Pipelines12
NatGas '25: Power Gen Equip8
NatGas '25: Pure Play Gas Producers9
NatGas '25: Regulated Utilities5
NatGas '25: Transition & Merchant Utilities5
NatGas '26: Upstream & Land Optionality7

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