All themes
Natural gas & LNG
32 managers wrote about this in 56 letters. Every passage below is copied verbatim from the letter it came from.
Share of letters mentioning it
- 2026 Q119% of 54
- 2026 Q212% of 296
- 2026 Q317% of 53
- Guinness Sustainable Energy FundAug 2026
It was imperative for Trump to deal with this if he wanted to win the ‘AI arms race’, requiring him to oversee significant grid upgrades and near-term growth in both renewable and natural gas-based power generation.
Read the letter → - Guinness Global Real Assets FundAug 2026
Enbridge, the Canadian energy infrastructure company, began construction on its USD4bn Sunrise Expansion in British Columbia, adding 87 miles (c.140 km) of pipeline and 300 million cubic feet per day of capacity to its Westcoast natural gas transmission system.
Read the letter → - Guinness Global Energy FundJul 2026
NATURAL GAS Global gas prices fell in June Asian and European liquefied natural gas (LNG) prices fell in June but remain around 35-70% higher than at the start of the year.
Read the letter → The war with Iran and the disruption of stable LNG flows from Qatar has put the U.S. LNG supplies in the pole position around the world for new contracts.
Read the letter →An effective closure of the Strait of Hormuz – through which roughly a fifth of global oil and liquefied natural gas (LNG) supply flows – sent energy and freight markets into turmoil: Brent crude jumped from $72 to $118 a barrel, the WCI freight benchmark rose 20% quarter-on-quarter, and European gas prices climbed nearly 50% after the halt to the flow of Qatar's LNG.
Read the letter →- Guinness Sustainable Energy FundJul 2026
Tankers remain dislocated globally, field restarts must be handled with extreme care, and infrastructure damage in the Gulf, notably to liquefied natural gas facilities, will take time to repair.
Read the letter → An effective closure of the Strait of Hormuz - roughly a fifth of global oil and LNG flows - sent energy and freight markets into turmoil: Brent crude jumped from $72 to $118 a barrel, the WCI freight benchmark rose 20% quarter-on-quarter, and European gas prices climbed nearly 50% after Qatar's LNG halt.
Read the letter →- Guinness Global Real Assets FundJul 2026
The goal is to help industrial customers, including sectors that are especially difficult to decarbonise, like ceramics and chemicals, replace natural gas with renewable energy.
Read the letter → - Guinness Greater China FundJul 2026
Demand should be supported by China’s continued investment in natural gas capacity, with an additional tailwind from AI-related power demand as data centres increasingly require reliable on-site power.
Read the letter → - Guinness Global Energy FundJun 2026
NATURAL GAS Global gas prices rise in May Asian and European liquefied natural gas (LNG) prices rose in May and remain around 50-90% higher than at the start of the year.
Read the letter → In addition to the LNG Canada Phase 1 pipeline, there are 4 more LNG pipelines in different stages of development in Canada.
Read the letter →- Baron India FundJun 2026
INOXCVA is 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) 4 .
Read the letter → - Ninepoint PartnersJun 2026
The closure of the Strait of Hormuz — a chokepoint not only for 20% of global oil trade, but also for LNG, fertilizer, and other commercial traffic flows — has reinforced the imperative for sovereignty over critical infrastructure, including transportation, energy, digital networks, and industrial capacity.
Read the letter → - Ave Maria FundsJun 2026
Together, these three companies represent 17.4% of the Fund’s holdings at quarter end and are well positioned to benefit from rising demand for oil, natural gas, water, and land as it relates to increasing oil/gas drilling activity and the development of A.I. data centers in West Texas.
Read the letter → - Horizon KineticsJun 2026
Even land in remote areas of Texas and Canada is not isolated from expanding resource demand elsewhere in the nation or the world, whether it’s for oil and natural gas.
Read the letter → - Brasada Private AccountsJun 2026
That conflict included the closure of the Strait of Hormuz, which historically facilitates the transit of ~20% of the world's seaborne crude oil and liquefied natural gas.
Read the letter → - TimesSquare U.S. Mid Cap GrowthJun 2026
Cheniere Energy Inc., an owner and operator of liquefied natural gas terminals in New Orleans and Corpus Christi, slid -16%.
Read the letter → - Guinness Sustainable Energy FundJun 2026
Despite the ongoing conflict in the Middle East, the IEA still expects meaningful investment into conventional energy, with the oil, natural gas, and coal industries expected to spend a further $1.2 trillion.
Read the letter → Maine and New Hampshire are the two largest markets for homes heated by fuel oil in the U.S. In Maine, the high cost of powering homes is weighing on consumers, many of whom are considering switching to natural gas.
Read the letter →- Heartland Value FundJun 2026
Maine and New Hampshire are Archived from heartlandadvisors.com 3 the two largest markets for homes heated by fuel oil in the U.S. In Maine, the high cost of powering homes is weighing on consumers, many of whom are considering switching to natural gas.
Read the letter → TotalEnergies SE - Climate - Transition Risk Purpose: We engaged TotalEnergies SE, an integrated energy company, as part of Royal London Asset Management's Net Zero Stewardship Programme to understand management's views on the Middle East conflict and its implications for oil, gas and liquefied natural gas (LNG) markets, alongside updates on capital allocation, upstream growth and transition strategy.
Read the letter →We also bought U.S. energy infrastructure company DT Midstream, a highly contracted, pure-play natural gas midstream company that we expect to be a key beneficiary of the growing natural gas demand driven by LNG exports, data center growth and coal-to-gas switching.
Read the letter →This France-based energy-engineering company and one of only a handful of firms capable of building liquefied natural gas (LNG) plants declined -8% for the quarter.
Read the letter →- Black Bear Value Fund, LPJun 2026
Our investments span natural gas, oil (both onshore and offshore), and thermal and metallurgical coal.
Read the letter → It sits at the intersection of marine decarbonisation, flexible power, liquefied natural gas (LNG), grid bottlenecks, renewables and datacentre demand.
Read the letter →However, the long-term outlook remains positive as LNG demand continues to increase, particularly as countries seek greater energy security, and GTT continues to benefit from its leading position in membrane systems for LNG carriers and strong order momentum.
Read the letter →- Robotti & Company AdvisorsJun 2026
The digital economy's next chapter is being written in the physical world: incremental power generation, transmission, cooling, copper, steel, and the abundant low-cost natural gas that increasingly underwrites North American electricity.
Read the letter → - Bison Energy Opportunity FundJun 2026
With global LNG supplies now disrupted, U.S. natural gas assets, particularly those with access to Gulf Coast export facilities, are becoming increasingly valuable.
Read the letter → The difficulty for the over-burdened electric grid to provide sufficient power is leading some data centers to use on-site natural gas or propane generators, with diesel backup generators also used by some facilities.
Read the letter →We also added to Keyera through its secondary offering, viewing the company’s midstream infrastructure, contracted cash flows and expanded natural gas liquids value-chain position as attractive.
Read the letter →- Pershing SquareJun 2026
Energy hedging needs are structurally higher following paradigm shifts such as Europe’s move from long-term, fixed-price Russian natural gas to the global LNG market and the rewiring of oil flows around the Strait of Hormuz.
Read the letter → We believed the Middle East conflict would disrupt natural gas feedstock and shipping through the Strait of Hormuz for an extended period.
Read the letter →Portfolio Positioning During the quarter we initiated a position in Diamondback Energy, an independent oil and natural gas company with high-quality acreage and a low-cost operating profile.
Read the letter →We initiated Oceaneering International (OII), a leader in subsea robotics and offshore services, as offshore and subsea capital spending emerges from a seven-year drought and the U.S. rig count climbs; the position was funded in part by our exit of natural gas producer CNX Resources (CNX).
Read the letter →APA offers strong free cash flow generation driven by favorable natural gas price differentials and underappreciated reinvestment opportunities in Suriname, Egypt, and potentially Alaska.
Read the letter →Argan — a leading engineering, procurement and construction firm — is positioned to benefit from a multi-year buildout in natural gas and solar power generation, limited industry competition and growing demand for new electricity generation.
Read the letter →With nearly 20% of the global supply of oil and LNG passing through the Strait, this closure significantly constricted supply, driving crude oil prices from $65 to roughly $120 per barrel within eight weeks.
Read the letter →Energy was a detractor for the quarter as crude and natural gas prices, which spiked on the Iran conflict early in the period, retreated sharply toward quarter-end.
Read the letter →- Aristotle Value Equity StrategyJun 2026
We first invested in Atmos Energy, the largest fully regulated natural gas-only utility in the U.S., in the first quarter of 2022.
Read the letter → - Matrix Asset AdvisorsJun 2026
Economic growth an increase in the production of economic goods and services, compared from one period of time to another Utility Sector companies that provide electricity, natural gas, water, sewage, and other services to homes and businesses.
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Showing the 40 most recent of 56 letters.