Summer is approaching, and investors are starting to seek refuge in the energy sector.
We talked last week about the window of opportunity that’s still open while oil prices remain dirt cheap. Like I said at the time, if you can’t recognize the bottom with WTI prices trading between $50-$60 per barrel, then there’s a good chance you hate money.
But we’re not going to talk about oil today.
Instead, let’s focus on the natural winner in the energy sector. I think you might be surprised who’s going to come out on top, as it’ll come from an unlikely corner of the sector — one that has been trading in the trenches for more than a decade.
And now its time has finally come.
Here’s a little spoiler: The lower oil prices stay, the bigger these profits will grow when summer comes around
The Natural Energy Winner for Summer of 2025
If I asked you what the most beaten down energy market was over the last fifteen years, you’d be hard pressed to find one that has dished out more pain to investors than natural gas.
With the sole exception of U.S. LNG exports, the cold, bitter truth is that our domestic natural gas producers have weathered more than their fair share of bearish sentiment.
That makes sense, doesn’t it? After all, tight gas production from plays like the Marcellus shale created an unprecedented supply glut in the lower-48 states.
Since 2007, we’ve more than doubled our marketed natural gas production:
However, you know just as well as I do that this supply-side gas boom was more than tapping into tight gas formations like the Marcellus and Eagle Ford shales. Remember, U.S. oil output surged higher right alongside our natural gas production. Since 2007, U.S. oil production has grown to over 13 million barrels per day. Our analysts have traveled the world over, dedicated to finding the best and most profitable investments in the global energy markets. All you have to do to join our Energy and Capital investment community is sign up for the daily newsletter below.The Best Free Investment You’ll Ever Make
If you’re curious how that affects our natural gas supply, look no further than the associated gas production, which accounted for 36.7% of U.S. natural gas production in 2023.
Of course, no where else was there a larger impact from associated gas production than in the Permian Basin, where oil output soared over the last fifteen years:
Let’s put the puzzle pieces together, shall we? The supply glut that has plagued natural gas prices for more than a decade were directly a result of the oil and gas boom that took place. That wide disconnect between supply and demand led to ultra-low natural gas prices, which in turn put intense pressure on producers.
For players that were able to take advantage of the strong supply growth — such as LNG exporters — things couldn’t have been better.
I want you to also keep in mind that thanks to the massive oversupply in natural gas, we started using more and more of it. In fact, the EIA recently highlighted this recently when it reported that our natural gas consumption jumped to a new record in 2024, averaging 90.3 billion cubic feet per day.
Last year we saw new winter and summer monthly records. Natural gas demand in the electric power sector grew 4% year-over-year in 2024.
Now I want you to imagine what would happen if that production growth were to dry up a little, and that might start happening sooner than most people realize. We know that our domestic oil production isn’t growing by leaps and bounds in 2025, certainly not like it did in 2023.
Record demand, production obstacles, and we haven’t even hit on the tighter supply-demand balance in global markets.
Are things starting to make sense?
Stay tuned, because we’re only just starting to delve into the natural gas winners that’ll emerge when the summer heat hits.
Until next time,
Keith Kohl
Check us out on YouTube!A true insider in the technology and energy markets, Keith’s research has helped everyday investors capitalize from the rapid adoption of new technology trends and energy transitions. Keith connects with hundreds of thousands of readers as the Managing Editor of Energy & Capital, as well as the investment director of Angel Publishing’s Energy Investor and Technology and Opportunity.
For nearly two decades, Keith has been providing in-depth coverage of the hottest investment trends before they go mainstream — from the shale oil and gas boom in the United States to the red-hot EV revolution currently underway. Keith and his readers have banked hundreds of winning trades on the 5G rollout and on key advancements in robotics and AI technology.
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