Toby Rice

CEO of EQT
@Shalennial · tracked since Mar 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 1
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Worst Calls
UNG long -0.8%
Most Mentioned
UNG ×1
Recent Calls
UNG long 2 months ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d —
Average Return -0.8% Long Return -0.8% Short Return -
Average Return
7d -1.5%
30d -7.7%
90d —
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UNG United S... United States Natur...
Long
Mar 23
$11.86
-0.8%
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.
Energy
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