All themes
Natural gas & LNG
118 managers wrote about this in 214 letters. Every passage below is copied verbatim from the letter it came from.
Share of letters mentioning it
- 2024 Q410% of 30
- 2025 Q115% of 40
- 2025 Q27% of 88
- 2025 Q38% of 88
- 2025 Q411% of 129
- 2026 Q119% of 137
- 2026 Q211% of 709
- 2026 Q38% of 878
- 2026 Q45% of 118
LNG exporter Cheniere gained 23%, supported by strong LNG market conditions and a material upgrade to its full-year financial guidance.
Read the letter →On the positive side, North American LNG exporter Cheniere was the top contributor for the quarter, rising 13%.
Read the letter →- AcatisOct 2026
Baker Hughes (-11.6%) declined despite new major orders in the LNG business.
Read the letter → Further, if the economy remains strong and the AI buildout continues, energy companies would likely benefit from continued firm demand for oil, natural gas and related products.
Read the letter →- Osprey Private WealthOct 2026
If the U.S. conflict with Iran persists along with the continuing war between Russia and Ukraine, we are concerned that countries in Europe and Asia may face a bleak winter, as they struggle to access natural gas and oil for manufacturing and heating purposes.
Read the letter → - IKIGAI Asset Manager Emerging Equity Fund and Small Cap FundOct 2026
Rising investments in oil & gas pipelines, LNG infrastructure and, increasingly, power requirements from AI data centres were creating a structural demand opportunity.
Read the letter → - Kayne Anderson Energy Infrastructure Fund, Inc. (KYN)Sep 2026
These are high-quality growth projects with attractive return profiles supported by idiosyncratic growth drivers: growing natural gas production from the Permian Basin, U.S. liquefied natural gas (LNG) and natural gas liquids (NGL) exports and a tight refined products market in the western part of the country.
Read the letter → - Baron International Growth FundSep 2026
During the quarter, we initiated positions in Neste Oyj and Golar LNG Limited as part of our sustainability/ESG and global security themes.
Read the letter → Cheniere Energy (LNG) Cheniere Energy is the largest producer and exporter of liquefied natural gas in the United States, operating a network of export facilities that connects abundant domestic natural gas supplies with energy-hungry markets around the world.
Read the letter →- Cobas Asset Management FundsSep 2026
In September 2026, Golar LNG completed a senior bond issue of 500 million dollars.
Read the letter → Top 5 Contributors in Q3 Symbol Portfolio Impact net(basis points) Lumentum Holdings LITE +36 bps Cheniere Energy LNG +23 bps F5 Networks FFIV +8 bps Constellation Energy CEG +5 bps Johnson Controls Int’l JCI +4 bps LITE: Lumentum is a leading supplier of optical components used to transmit data across data centers and telecommunications networks.
Read the letter →Expanding liquefied natural gas (LNG) export capacity, particularly in the US, is expected to increase demand for the pipeline infrastructure these companies operate to transport gas to export terminals.
Read the letter →It has maintained stable liquefied natural gas (LNG) production levels despite the shutdown of its Qatar LNG plant (8% of its LNG capacity) due to drone and missile attacks.
Read the letter →We increased exposure to our global security/supply chain diversification theme by initiating a position in INOX India Limited, India's largest manufacturer and exporter of cryogenic equipment, offering storage and transport tanks as well as distribution systems for industrial gases and liquefied natural gas (LNG).
Read the letter →Within the Fund, Gaztransport et Technigaz was a key beneficiary of higher energy prices, given the implied demand boost for its engineering solutions around LNG (liquefied natural gas) transport and storage.
Read the letter →Portfolio of exceptional, primarily UK companies selected from across the market cap spectrum Companies must have a sustainable competitive advantage and growth underpinned by one or more long-term structural trends They must also demonstrate resilient earnings growth and an attractive valuation Monthly Commentary Multi-Cap Growth2 OF 2 (LNG).
Read the letter →We also see opportunities in the pipeline infrastructure needed to support expanding liquefied natural gas export capacity.
Read the letter →We continue to see significant opportunities to expand capacity to serve growing power generation demand in the Midwest and LNG export growth along the U.S. Gulf Coast.
Read the letter →We believe structural cost improvements and favorable pipeline and liquefied natural gas contracts support continued cash generation, while progress in Alaska increases its potential contribution to normal earnings.
Read the letter →- Cambiar Investors SMID FundSep 2026
Given the reduced upside, we sold the position in favor of Expand Energy, which is the largest natural gas producer in the U.S. Natural gas prices are currently low due to expectations for a warmer winter (El Nino), but should recover over a longer arc due to stronger demand trends (e.g., the ongoing datacenter buildout).
Read the letter → Pipeline and midstream stocks showed some relative strength as well: fundamentals were strong, supported by record volumes, project growth, LNG and data-center demand.
Read the letter →Natural gas lies on the other side of these events (at least in North America), as there are no supply disruptions and prices have compressed due to weather concerns (El Nino winters tend to be warm).
Read the letter →- BKI Investment Company Australian Listed EquitiesSep 2026
Contact’s week in Texas reinforced the global scope of this energy thematic: while data centres require uninterrupted, large-scale power, US LNG is simultaneously meeting expanding international demand.
Read the letter → - Fairtree Asset Management Balanced Prescient FundSep 2026
The breakdown of the US–Iran ceasefire in July disrupted flows through the Strait of Hormuz, a route that previously carried around a fifth of the world’s oil and liquefied natural gas, sending Brent crude from around US$70 to over US$100 per barrel.
Read the letter → Resilient economic activity, accelerating AI investment and elevated energy security risks reinforce demand for power generation, electricity networks, natural gas infrastructure and LNG export capacity.
Read the letter →SELLS/LIQUIDATIONS • Essential Utilities (WTRG), is a regulated utility company that provides water, wastewater, and natural gas services to customers across multiple U.S. states through its Aqua and Peoples Natural Gas subsidiaries.
Read the letter →- ARP Megatrend FundSep 2026
In the case of National Security, the basket is allocated to a mix of natural gas and defence names.
Read the letter → - 1492 Capital Management Vantage Point Quarterly NewsletterSep 2026
Natural gas, which is primarily a U.S. market, retreated from the second quarter.
Read the letter → - Black Bear Value FundSep 2026
PrairieSky is a pure-play oil and natural gas royalty company with one of Canada's largest portfolios of subsurface mineral rights and royalty interests across Western Canada.
Read the letter → And in energy we bought Kinder Morgan, a high-quality energy infrastructure company with a sizable dividend yield, good balance sheet, contracted and recurring revenues and a solid growth outlook due to surging natural gas demand for LNG exports and power.
Read the letter →Shell PLC is a leading integrated energy company that produces hydrocarbons, chemicals, refined products, liquefied natural gas, and electricity.
Read the letter →- Mitsubishi UFJ Asset Management Co. Global Fixed Income MonthlySep 2026
Bond yields are therefore more elevated, Europe must be concerned about winter given low LNG storage and China is presumably enjoying America’s diminishment.
Read the letter → Compression is critical infrastructure for the natural gas build-out, supporting pipelines, LNG exports, and the in-basin gas-fired generation that feeds the electrical grid.
Read the letter →Northern Oil & Gas, our oil- focused holding, rose 29% on the back of rising oil prices, more than offsetting the weakness in Gulfport Energy, our natural gas-exposed holding, which declined 11% as natural gas prices slumped from the beginning of the quarter through mid-August.
Read the letter →Management expects free cash ow to grow meaningfully over the next several years as capital and operating costs decline and its LNG projects and Willow come online, supporting continued dividends and share repurchases.
Read the letter →Argan, through its Gemma Power Systems subsidiary, provides engineering, procurement, and construction services for power generation facilities, primarily natural gas-fired plants that are increasingly needed to meet rising electricity demand from data centers.
Read the letter →The bonds rallied sharply as improving prospects for an orderly debt restructuring, renewed IMF engagement and progress on major liquified natural gas projects lifted expected recovery values of the formerly distressed debt.
Read the letter →Cummins manufactures diesel, natural gas, electric and hydrogen propulsion systems, along with related components for on- and off-road, marine, and related industries.
Read the letter →Energy prices rose sharply, with Brent crude gaining 42% over the quarter and ending above $100 per barrel, while European natural gas prices also increased materially.
Read the letter →Large projects, especially in data centers, power, infrastructure, and LNG, drove demand.
Read the letter →
Showing the 40 most recent of 214 letters.