Group 1 - The article presents a theory that various factors including Trump Tariff wars, AI/data centers, climate change, OPEC, and the Big Beautiful are driving natural gas prices higher, indicating a potential reconnection with global markets [1] - The author emphasizes the importance of experience in analyzing diverse industries such as airlines, oil, retail, mining, fintech, and ecommerce, highlighting the impact of macroeconomic, monetary, and political drivers [1] - The author reflects on their extensive experience through multiple crises, including the dotcom bubble, 9/11, the great recession, and the Covid-19 pandemic, which provides a strong foundation for understanding various business models and innovations [1]