Calls
1
Toby Rice
CEO of EQT
Win Rate
0.0%
return
-13.3%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 23
$11.86
-13.3%
American natural gas has a 5x cost advantage over international prices, with domestic prices in the $4 range vs. international near $20, and only a $0.10 rise domestically during a $10 international price spike. This cost advantage, combined with reliability and growing demand from data centers and electrification, supports sustained fundamental strength and market value. Long on natural gas as a strategic asset due to its economic competitiveness, security benefits, and demand catalysts. Failure to implement permit reform or continued pipeline blockages limiting supply access and price advantages.
American natural gas has a 5x cost advantage over international prices, with domestic prices in the $4 range vs. international near $20, and only a $0.10 rise domestically during a $10 international price spike. This cost advantage, combined with reliability and growing demand from data centers and electrification, supports sustained fundamental strength and market value. Long on natural gas as a strategic asset due to its economic competitiveness, security benefits, and demand catalysts. Failure to implement permit reform or continued pipeline blockages limiting supply access and price advantages.
Commodities
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Toby Rice has 1 trade ideas tracked on Buzzberg across 1 tickers since March 2026. Most covered: UNG.
