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Natural Gas & LNG
Week of July 27, 2026 | EnergyAlphaCo macro-thesis rating: 6.7/10 — structurally constructive, tactically still well supplied
10 hrs ago
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EnergyAlphaCo Research
The Lithium Reset
What Spodumene Prices Mean for Critical-Minerals Investors
16 hrs ago
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EnergyAlphaCo Research
Can LNG and AI Break the U.S. Gas Market by 2029?
Auditing Matt Smith's natural-gas storage-collapse thesis
Jul 25
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EnergyAlphaCo Research
THE THESIS AUDIT: Crescent Energy: The Per-Share Test Behind the Acquisition Machine
Can operational execution, free cash flow and deleveraging outrun commodity risk, acquisition appetite and dilution?
Jul 25
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EnergyAlphaCo Research
Oil Macro Framework: How to Translate Oil Prices Into E&P Per-Share Value
A practical framework for moving from WTI and Brent to realized pricing, sustainable free cash flow, net debt and fully diluted equity value
Jul 22
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EnergyAlphaCo Research
The Energy Scorecard: Natural Gas & LNG
Global LNG Tightens, but U.S. Gas Remains Well Supplied
Jul 20
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EnergyAlphaCo Research
The U.S. Gas Setup: Why LNG, Power Demand and Storage Matter for Equity Investors
The demand outlook is strengthening, but gas-equity returns will depend on whether supply growth can keep pace—and which companies actually convert…
Jul 18
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EnergyAlphaCo Research
What Is a Thesis Audit?
A framework for testing investment ideas by separating facts from assumptions, reconstructing valuation logic and identifying what must happen for the…
Jul 18
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EnergyAlphaCo Research
Why EnergyAlphaCo Exists
Independent energy and natural-resources research built to test investment theses, follow the cash flow and measure what must happen for value to be…
Jul 18
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EnergyAlphaCo Research
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