- There are many influences on natural gas in the short term, but the long term is pretty clear.
- Despite the growth in demand, there is no supply gap expected, and thus cost and moats should be looked for in potential investments.
- As the long-term trend is positive, it’s a good thing to buy when there is pessimism in the sector, which is usually for a relatively short period.
I recently wrote an article on oil where I discussed the implications of and best timing to invest in oil. A commodity that is closely related to oil is natural gas. However, the long-term supply and demand trends are a bit different than those for oil which make natural gas an interesting long-term investment opportunity. More →