投资者提问-石油、天然气、核能、电力、钢铁领域的核心宏观争议是什么？_ Investors Asking_ What Are Key Macro Debates Across Oil, Gas, Nuclear, Power, and Steel_

Natural gas has been volatile with cold weather driving a sharp move higher in recent days. How are investors balancing supply risk globally against a strong long-term US demand story? Where is the valuation risk/reward most attractive? While through most of 2025, many investors we spoke with were largely bullish on the outlook for natural gas prices and the outlook for natural gas E&Ps, in recent weeks and months investors have turned more cautious on the sub-sector given the potential global supply risk t ...