Get Rich Off America’s Natural Gas Glut

Whenever Geopolitical Analyst Peter Zeihan is invited to speak at a conference, he never fails to mention the staggering economic advantages America has when it comes to energy. 

Not only are we a net exporter of oil thanks to the shale revolution but there’s another added benefit of America’s oil boom: A glut of natural gas that often gets flared off instead of used. There’s just that much.

Last year, at aPriori’s 2023 Manufacturing Insights Conference, Zeihan had this to say in regards to America’s energy situation:

“Only in the United States, natural gas is priced differently. Not pure supply and demand, because most of the stuff is sold into the system at a loss. We have waste market economics.”

TLDR: We’re throwing the stuff away while the rest of the world, particularly Europe amidst the Russian/Ukraine war, desperately needs all the natural gas it can find:

Even today, spot prices for natural gas make for a stark contrast:

Produce natural gas in America. Liquify it. Ship it abroad at a massive 500% markup. Repeat.

Tune in tomorrow where we’ll analyze potential flaws in the analysis and the macroeconomics of investing to profit off America’s natural gas glut.

Then, later in the week, we’ll dive into the stocks that export LNG looking for investment candidates culminating in this week’s pick which will be announced on Saturday. 

Until Tomorrow,

Sean O’Reilly 

Disclosure: This content is for educational purposes only and should not be construed as financial advice. Sean O'Reilly may have positions in some of the stocks discussed in this post. Please conduct your own research or consult a financial advisor before making any investment decisions.