EQT: The Cleanest Gas Exposure With Global Leverage

2026-05-29 17:43:07 ET

Intro

If you want to take a longer?term position in U.S. natural gas (NG1:COM), you’ll soon realize it’s not nearly as straightforward as one might expect at first glance. That was the conclusion I reached back in March, when I wrote my analysis on global natural gas supply disruptions during the early stages of the Iran crisis, which resulted in the closure of the Strait of Hormuz and global natural gas prices rocketed some 60%....

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