Natural gas is the biggest AI trade nobody wants to touch. It is the final bottleneck. Between new LNG terminals, industrialisation of the US and data centers there could be up to 20 bcf of new gas demand by 2030. It is the strongest confluence of gas demand drivers in the history of the US and yet nobody wants to go long natural gas. Expand Energy is the largest US gas producer with production in all the major gas basins trading on a p/e of 10x earnings with gas hedged at $3. Expand is a direct beneficiary of a potential move up in gas prices to $6/mmbtu.

Published Sep 08, 2026Updated Sep 08, 20262 min read

Expand Energy Corporation

one hour ago

OPENLONG

Invested Capital

Buying Price

98.86$

Current Price

98.19$

ROI

-0.67%

Natural gas is the biggest AI trade nobody wants to touch. It is the final bottleneck. Between new LNG terminals, industrialisation of the US and data centers there could be up to 20 bcf of new gas demand by 2030. It is the strongest confluence of gas demand drivers in the history of the US and yet nobody wants to go long natural gas. Expand Energy is the largest US gas producer with production in all the major gas basins trading on a p/e of 10x earnings with gas hedged at $3. Expand is a direct beneficiary of a potential move up in gas prices to $6/mmbtu.