WMB
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Transcript argues U.S. LNG export growth (from ~15 Bcf/d today toward ~35 Bcf/d by ~2030) creates a structural natural gas supply/demand squeeze that could surface around 2028 if production and infrastructure don’t keep pace. Implies upside risk to U.S. gas (HH) and beneficiaries among gas producers, LNG exporters, and midstream; gas-intensive users face margin pressure.
Current stance
- buy via Late-decade U.S. LNG-driven tightening supports a long U.S. gas beta basket (E&Ps + midstream). from https://www.youtube.com/@iltb_podcast (confidence 0.33)
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