I have been a shareholder of Topaz Energy ( TPZ:CA , TPZEF ) since the company listed in 2020 as I consider the company an excellent way to have exposure to both the natural gasThe Investment Doctor is a financial writer, highlighting European small-caps with a 5-7 year investment horizon. He strongly believes a portfolio should consist of a mixture of dividend and growth stocks. He is the leader of the investment group European Small Cap Ideas which offers exclusive access to actionable research on appeali ...

I have been a shareholder of Topaz Energy ( TPZ:CA , TPZEF ) since the company listed in 2020 as I consider the company an excellent way to have exposure to both the natural gasThe Investment Doctor is a financial writer, highlighting European small-caps with a 5-7 year investment horizon. He strongly believes a portfolio should consist of a mixture of dividend and growth stocks. He is the leader of the investment group European Small Cap Ideas which offers exclusive access to actionable research on appeali ...

Core Insights - EQT Corp is positioned to benefit from increasing natural gas demand driven by AI data centers and other factors, making it a potential investment opportunity [1] - Kinder Morgan is recommended as a preferable investment over EQT due to its lower exposure to commodity price volatility, presenting a lower-risk option for investors [2] Company Overview - EQT Corp is a leading natural gas producer with significant resources in the Appalachian basin and extensive infrastructure, including gathering lines, storage, and transmission pipelines [4] - The company operates with a low breakeven cost of approximately $2 per MMBtu, making it one of the lowest-cost producers in the U.S. [4] Financial Performance - EQT is projected to generate between $10 billion to over $25 billion in cumulative free cash flow through 2029, assuming average gas prices between $2.75 and $5.00 per MMBtu [5] - This cash flow will support debt repayment, share repurchases, and an increase in its 1.2% dividend yield [5] Earnings Stability - EQT has significant exposure to commodity price volatility, which it attempts to manage through hedging contracts [6] - Kinder Morgan, as a midstream company, has a more stable cash flow, with approximately 69% of its earnings derived from take-or-pay and hedging contracts, minimizing commodity price risk [6] Growth Prospects - Kinder Morgan has a backlog of $9.3 billion in organic expansion projects expected to be completed by mid-2030, including three large-scale gas pipelines [7] - The company is also exploring an additional $10 billion in natural gas project opportunities that may be approved soon [8]

Core Viewpoint - Diversified Energy Company (NYSE:DEC) experienced a share price increase of 2.93% from December 22 to December 29, 2025, making it one of the top-performing energy stocks for that week [1]. Group 1: Company Performance - The company is engaged in the responsible production, transportation, and marketing of natural gas and natural gas liquids primarily from existing assets in the United States [2]. - On December 29, 2025, Diversified Energy announced the repurchase of 54,459 shares at a volume-weighted average price of $14.2973 per share, as part of its buyback program initiated in March 2025. This action will reduce the outstanding share count to 79,073,148, which is expected to enhance earnings per share and improve investor confidence [3]. - Despite the recent share price gains, the stock has seen a decline of over 14% since the beginning of 2025 [4]. Group 2: Market Influences - The recent increase in natural gas prices, driven by forecasts of a colder winter, is anticipated to boost demand for heating, contributing to the positive performance of Diversified Energy [4].

Russia’s pipeline gas exports to Europe collapsed by 44% in 2025, falling to their lowest level since the mid-1970s, according to Reuters calculations. The drop marks the clearest statistical endpoint yet for what was once Moscow’s most lucrative and politically potent energy relationship. The decline was driven primarily by the closure of the Ukrainian transit route at the start of the year, leaving TurkStream as the only remaining pipeline corridor for Russian gas into Europe. Even that route now serve ...

In this article, we are going to discuss the best-performing energy stocks in 2025.2025 has been a challenging year for the energy sector. As of the writing of this piece, the S&P Energy index has surged by almost 2.7% since the beginning of the year, far behind the 18% gains posted by the overall S&P 500. The decline is driven primarily by the more than 21% decline in global crude oil prices since the beginning of 2025, mainly due to oversupply concerns.That said, several sub-sectors of the energy industry ...

Industry Overview - Natural gas prices have risen over 20% in 2025, driven by tighter balances and increasing demand [1] - The market is currently sensitive to weather forecasts, with small changes causing significant price movements [4][5] Price Movements - Natural gas prices rebounded approximately 10% during the Christmas holiday week, closing just under mid-$4.30 per million British thermal units [2][8] - Prices stabilized after a two-week decline, indicating a pause in the previous downtrend, primarily due to traders closing short positions [3] Demand and Supply Dynamics - Heating demand is expected to rise due to colder weather, while LNG exports are maintaining steady support [5][6] - U.S. natural gas production remains near record highs, which helps to keep supply balanced and limits significant price fluctuations [5] Company Highlights - **The Williams Companies**: Positioned to benefit from long-term natural gas demand growth, with a strong portfolio of large-scale projects and handling a third of U.S. natural gas [9][10] - **Cheniere Energy**: Holds a competitive edge with regulatory approval for LNG exports, backed by strong operations and long-term contracts, with a 26.4% increase in earnings estimates over the past 60 days [11][12] - **Excelerate Energy**: Focuses on LNG infrastructure and services, accounting for about 20% of the global Floating Storage Regasification Units fleet, with expansion into LNG-to-power and gas distribution [13][14] Investment Outlook - The current setup for natural gas is cautiously positive, with supportive factors limiting downside risk while allowing for potential gains if colder weather trends continue [6][7]

Woodside Energy has finalized a long-term liquefied natural gas supply agreement with Turkey's state-owned pipeline operator BOTAS, converting a previously announced non-binding Heads of Agreement into a binding contract. Under the deal, Woodside will supply approximately 0.5 million tonnes per annum of LNG, equivalent to about 5.8 billion cubic meters of natural gas, over a period of up to nine years starting in 2030. The LNG volumes will be sourced primarily from Woodside’s under-construction Louisiana ...

January Nymex natural gas (NGF26) on Wednesday fell by -0.166 (-3.77%), giving back part of Tuesday's rally of +11.17% that was sparked by cold-weather forecasts. Jan nat-gas prices on Wednesday fell as forecasts shifted a bit warmer for the East Coast on Jan 3-7, although forecasts shifted colder for the interior West and Plains regions, according to Atmospheric G2. More News from Barchart The EIA announced that this week's inventory report has been rescheduled from December 24 to December 29 at Noon ...

Industry Overview - U.S. natural gas futures have experienced a significant pullback, with prices settling just below $4 per million British thermal units after a more than 3% decline over the week [2][4] - The market remains sensitive to short-term weather changes, with warmer-than-normal temperatures expected to persist into early January, leading to reduced heating demand expectations [2][3] - Despite a large storage withdrawal of 167 billion cubic feet (Bcf), total inventories are still slightly above the five-year average, indicating adequate supply to meet demand [4] Supply and Demand Dynamics - U.S. natural gas production is near record levels, averaging around 110 Bcf per day in December, which has limited price increases despite consistent LNG export demand [5][6] - Traders are not currently concerned about a late-winter storage shortfall, viewing cold-weather price spikes as selling opportunities rather than indicators of a lasting price rally [6] Long-Term Outlook - The long-term outlook for U.S. natural gas appears more balanced, supported by LNG exports, pipeline demand, and global gas markets [7][8] - Short-term volatility is expected to continue, but companies linked to natural gas infrastructure and exports may present investment opportunities for those with a longer horizon [8] Company Focus - **Coterra Energy**: An independent upstream operator with over 186,000 net acres in the Marcellus Shale, Coterra's natural gas production constitutes more than 60% of its output. The company has an expected earnings per share growth rate of 27.8% over three to five years, compared to the industry's 17.2% [9][10] - **EQT Corporation**: The leading natural gas producer in the U.S., EQT has over 90% of its production from natural gas. The company has consistently beaten earnings estimates, with a trailing four-quarter earnings surprise of approximately 16.7% [11][12] - **Excelerate Energy**: Focused on LNG infrastructure, Excelerate operates a significant portion of the global Floating Storage Regasification Units (FSRUs) fleet. The company is expanding into LNG-to-power and gas distribution, with a projected 2.4% year-over-year growth in earnings per share for 2025 [13][14]