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Natural Gas: The Best Risk/Reward-Adjusted AI Play?

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Haymaker
May 22, 2026
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Hello, Subscribers:

If there was one gap that we feel is almost sure to narrow (unlike America's wealth disparity) it is the yawning chasm that separates U.S. natural gas prices from those in Japan and Europe. The upcoming chart is in millions of British Thermal Units which, as we often have written, are very loosely equivalent to a gallon of gasoline, at least on a price basis. However, on an energy-equivalent basis, one million BTUs packs eight times the punch of a gallon of gasoline.

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