{"id":3943,"date":"2026-03-10T15:15:42","date_gmt":"2026-03-10T15:15:42","guid":{"rendered":"https:\/\/tradertideinsights.com\/?p=3943"},"modified":"2026-03-10T15:15:42","modified_gmt":"2026-03-10T15:15:42","slug":"forget-oil-expert-sees-bigger-opportunity-in-natural-gas-amid-war","status":"publish","type":"post","link":"https:\/\/tradertideinsights.com\/?p=3943","title":{"rendered":"Forget oil, expert sees \u2018bigger opportunity\u2019 in natural gas amid war"},"content":{"rendered":"
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Oil prices have been volatile in recent sessions amid escalating conflict between the US and Iran.<\/p>\n

Tensions reached a fever pitch on March 9th after President Donald Trump issued a stern warning, saying Iran would be hit \u201c20 times harder\u201d if it attempted to block the Strait of Hormuz.<\/p>\n

However, while the world remains fixated on crude price charts<\/a>, Rob Thummel, senior portfolio manager at Tortoise Capital, suggests a \u201cbigger opportunity\u201d for investors actually lies in natural gas.<\/p>\n

Why Thummel picks natural gas over oil<\/h2>\n

While oil continues to dominate the news cycle, Thummel points out a glaring discrepancy in how natural gas is priced internationally compared to the United States.<\/p>\n

Speaking with CNBC<\/a>, the portfolio manager said international natural gas prices have surged \u201cwell more than oil,\u201d highlighting global desperation for fuel that hasn\u2019t been fully reflected in domestic valuations yet.<\/p>\n

According to him, the US remains insulated from extreme price spikes seen in Asia and Europe due to its massive production capacity.<\/p>\n

This price gap creates a unique window for American infrastructure and production companies to capitalize on global demand. <\/p>\n

As the world realizes that \u201cenergy is a really important component\u201d to economic growth, Thummel believes natural gas will be the silent winner of the Iran war.<\/p>\n

Here are the top 2 stocks to play this expected upside in natural gas prices in 2026. \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0\u00a0 <\/p>\n

Cheniere Energy: the export powerhouse<\/h2>\n

As the largest US producer of liquefied natural gas, Cheniere’s stock stands at the \u201cforefront\u201d of the global energy transition.<\/p>\n

The firm\u2019s ability to bridge the gap between low-cost American gas and high-priced international markets makes it a prime beneficiary of the current volatility.<\/p>\n

Thummel\u2019s thesis suggests countries like Japan, South Korea, and Taiwan are currently in a \u201cpickle\u201d due to supply disruptions in the Middle East<\/a>.<\/p>\n

But Cheniere\u2019s long-term contracts and massive export terminals in the Gulf Coast provide a \u201cglass half-full\u201d view of American energy security.<\/p>\n

By shipping super-cooled gas across oceans, Cheniere helps \u201calleviate\u201d price spikes that Thummel warns are stifling international economies.<\/p>\n

All in all, LNG shares offer a direct way to play the widening spread between domestic production and global security.<\/p>\n

Williams Companies: the infrastructure backbone<\/h2>\n

To move the sheer volume of natural gas required to stabilize global markets, the world relies on the \u201cinvisible\u201d network of pipelines managed by giants like Williams Companies.<\/p>\n

Handling roughly one-third of all natural gas in the US, WMB is the quintessential \u201cinfrastructure stock\u201d that Thummel identifies as a great place to be.<\/p>\n

While upstream drillers may remain \u201cdisciplined\u201d and hesitant to increase capital spending until futures curves move higher, midstream companies like Williams generate steady, toll-road-like fee income regardless of price swings.<\/p>\n

This provides a defensive layer during a war-driven market.<\/p>\n

As Thummel noted, the US produces so much oil and gas that it acts as a \u201cbenefit\u201d to the domestic economy; WMB stock<\/a> is the literal \u201cengine room\u201d that ensures this benefit reaches the market, making it an essential pick for those looking to capitalize on the natural gas opportunity.<\/p>\n

The post Forget oil, expert sees \u2018bigger opportunity\u2019 in natural gas amid war<\/a> appeared first on Invezz<\/a><\/p>\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Oil prices have been volatile in recent sessions amid escalating conflict between the US and Iran.Tensions reached a fever pitch on March 9th after President Donald Trump issued a stern warning, saying Iran would be hit \u201c20 times harder\u201d if it attempted to block the Strait of Hormuz.However, while the world remains fixated on crude…<\/p>\n","protected":false},"author":1,"featured_media":3944,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[],"class_list":["post-3943","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-stock"],"_links":{"self":[{"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/posts\/3943","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=3943"}],"version-history":[{"count":0,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/posts\/3943\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/media\/3944"}],"wp:attachment":[{"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=3943"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=3943"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=3943"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}