An Opportunity in Natural Gas Going Into an Icy Winter?
Natural gas futures have been trading at 5-year lows in Chicago. With the growing trend of energy grids substituting away from dirty fossil fuels, like coal, to alternatives like natural gas, we believe the commodity is structurally under supplied. Short-term risks do abound, as fracking an extraction technologies improve, providing exploration companies with greater scale. We believe natural gas futures provide a compelling investment opportunity at current prices, especially if we see a colder than expected winter in the US & a spike in demand. Read more below.