Why American Natural Gas Is The World's Most Important Fuel Source
Inside Today's Issue
Essay: The Gods Of Gas Are On The Move
GPU Chip Prices Rise Rapidly
The Fed And Interest Rates
Peltz Wants Wendy’s
Chart Of The Day… Wingstop (WING)
Today’s Mailbag
Editor's Note: If you haven’t claimed your free seat yet, hurry. Tomorrow at 1 PM ET, Porter goes live with his explosive new broadcast – revealing the worrying policy endorsed by both parties that could put every dollar you’ve saved and invested under threat.
In the emergency event, you’ll learn why JPMorgan Chase CEO Jamie Dimon warns it could even lead to “civil unrest” – and an investment Porter believes every American should know about before they go to the polls.
America's natural gas is trading below $3.00 – but not for long.
On Monday, leading U.S. natural-gas producer and long-time Complete Investor recommendation EQT (EQT) agreed to buy Range Resources (RRC) for about $12.8 billion in stock. Eleven days earlier, Venture Global (VG), the fastest-growing exporter of American liquefied natural gas (and a “strong buy” in Complete Investor), signed agreements with GE Vernova (GEV) and Baker Hughes (BKR) for up to 16 gas-fired power plants at its Louisiana terminals.
To understand what’s about to happen to U.S. natural gas prices and U.S. natural gas suppliers and exporters, you must understand one critical fact: natural gas has two prices.
This week, next-day gas at the Henry Hub in Louisiana, the American benchmark, sold for $2.52 per million British thermal units (“MMBtu”). That was its lowest price since November 2024. On Wednesday morning, gas at Europe's main trading hub, the Dutch TTF, traded at $108.51 per megawatt-hour. That works out to roughly $32 per MMBtu.
The exact same molecule costs 12x more in Europe than it does in America.
