Energy, Power and Materials
Natural gas and LNG
Not on the starting list: Claude named it and a second pass merged look-alike labels into it.
- Episodes
- 16
- Share
- 1.6%
- Shows
- 16
- Net sentiment
- +0.47
Down from 1.7% of episodes in the weeks before; net sentiment was +0.64.
Bullish 10Mixed 2Neutral 1Bearish 3
3 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5
Net sentiment
−10+1
Sep 21Sep 28Oct 5
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 10
- Helium discoveries and rapid drilling expansion at Rudyard point to growing gas and helium output.Helix Exploration CEO on record helium reading at Ollie #1 well as Rudyard drilling accelerates · Proactive - Interviews for investors · Oct 9
- U.S. LNG exports are rising to meet global demand, with Middle East supply disruptions boosting its importance.The Thrust Behind U.S. Energy Dominance: Majida Mourad on the Rise of U.S. LNG · We Are The Government · Oct 8
- Canada pushes LNG export expansion to diversify away from the US market.Oil and Gas This Week | Oct 9 2026 | Ep 412 · Oil and Gas This Week · Oct 9
- High-CO2 Earlham gas can be monetized directly for power, with attractive projected returns.ORCADIAN ENERGY PLC - Update on the Earlham Gigagrid project · Investor Meet Company - Audio Archive · Oct 8
- Host notes US and Canadian gas exports to Mexico and regional integration expanding at scale.American Power Extra: Could the Americas Become Energy Independent? · American Power · Oct 9
- New gas plants are being built to supply data centers, including a 4.4 to 4.5 GW Pennsylvania facility.Google Lines Up 2.7 GW for a Wyoming Campus; Amazon's Name Lands on Homer City — October 08, 2026 · The Data Center Daily · Oct 8
Show 4 moreShow fewer
- Nat gas rallied strongly this week and guest favors buying calls on dips.TWIFO 517: The Storm Rages On in Equities, Energy and Metals · The Options Insider Radio Network · Oct 9
- Europe's natural gas shortage and low storage point to tight supply and higher prices.LONDINIUM CHRONICLES PART 1 - Saudi Arabia And Energy Warfare · The John Batchelor Show · Oct 5
- Natural gas is expected to grow faster than oil, alongside power demand growth.EP231: Good Call Bad Call FAQ on Oil Markets · Super-Spiked Podcast · Oct 10
- Guests favor integrated gas producers like EQT as low-cost U.S. natural gas leaders.The Diesel Reckoning: Why Refineries Trump Politics · Energy News Beat Podcast · Oct 8
Bearish 3
- Europe's gas price exposure raises industrial competitiveness costs and winter supply concerns.Hedge Funds Are Cautious on Stocks amid Rates and Energy Volatility · The Markets · Oct 9
- Exemptions expand gas rights-of-way and drilling permits, raising emissions risk.What’s up with the new federal permitting reform bill? · Volts · Oct 9
- Gas turbines are back-ordered and gas has fuel costs that are not falling.How to See Disruption Before It Wins · Meridian Point · Oct 6
Mixed 2
- LNG growth to 40 million tons is offset by Qatar attacks, Hormuz disruptions and project delays.Gimme Three Steps – How the Permian, Guyana and LNG Are Reshaping ExxonMobil's Upstream Portfolio · RBN Energy Blogcast · Oct 6
- LNG price surges from Gulf disruption push Asian power plants toward coal, benefiting dry bulk.The Most Extreme Shipping Market in History, Explained | J Mintzmyer on Why Oil Tanker Rates Are Up 25x and Why It Can’t Last (and Why Dry Bulk, not Tankers, is the Next Shipping Boom) · Monetary Matters with Jack Farley · Oct 6
Around it
Companies named
- EQT2
- ExxonMobil 1
- Orcadian Energy1
- Black Hills1
- Cheniere1
- Tellurian1
Shows that covered it most
- The John Batchelor Show1
- Meridian Point1
- Monetary Matters with Jack Farley1
- RBN Energy Blogcast1
- Energy News Beat Podcast1
- Investor Meet Company - Audio Archive1
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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