Ideas from HFI Research

Ideas from HFI Research

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Ideas from HFI Research
(Idea) How To Play Our Bull Thesis On Natural Gas
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(Idea) How To Play Our Bull Thesis On Natural Gas

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HFI Research
Aug 31, 2024
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Ideas from HFI Research
Ideas from HFI Research
(Idea) How To Play Our Bull Thesis On Natural Gas
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Please read, "(WCTW) It's Time To Get Extremely Bullish Natural Gas (Long-Term)."

We are bullish on natural gas in the long term. The central driver of our bull thesis is that natural gas power burn demand (in the US) will not decline in the coming 5-years. The AI revolution is real and datacenter buildout will require an immense amount of electricity de…

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