BOIL ProShares Ultra Bloomberg Natural Gas Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
22:14
Jun 01
Jun 01
Natural gas bullish on AI data centers
Natural gas demand is set to rise significantly due to AI data center power needs and geopolitical security concerns, making the energy sector—especially natural gas—a long-term attractive investment.
HIGH
18:32
Jun 01
Jun 01
NYMEX WTI crude oil July futures settled at 92.16 dollars a barrel up 5.49 percent while natural gas gasoline and diesel futures also settled higher.
10:53
Jun 01
Jun 01
Monitor these tickers as participants in NVIDIA's DSX AI Factory ecosystem; the author provides a research map without personal position.
MED
11:11
May 29
May 29
Energy commodities to benefit from inflation cycle
As the economic cycle transitions into a 'reverse financial easing' phase (inflation, rate hikes), energy prices will rise. Buying crude oil ETFs and natural gas ETFs in August-September can provide portfolio hedge and upside. Oil and natural gas are expected to benefit from the late-cycle inflation environment.
MED
09:10
May 29
May 29
Oil and gas ETFs for upcoming energy cycle.
Crude oil and natural gas ETFs are attractive as a rotation trade starting from August/September 2025. As the economy enters a 'reverse financial cycle' (tightening due to inflation), energy prices tend to rise. This serves as a hedge and a way to redeploy profits from overheated leaders.
MED
16:53
May 20
May 20
The author notes a possible double bottom forming in natural gas but warns of its notorious volatility and explicitly states it is not a trade they are doing.
HIGH
22:04
May 10
May 10
US stock futures fall and oil prices surge as stalled Iran peace talks and Trump's negative response to the peace proposal signal renewed geopolitical risk being priced into markets.
HIGH
02:14
May 03
May 03
Long natural gas, breakout above $2.88.
Natural gas is a catch-up trade as oil declines; data centers may drive demand. He sees a potential breakout above $2.88 and is long, putting money behind it.
HIGH
16:42
May 01
May 01
John Arnold explains how the proliferation of natural gas trading products across exchanges and ETFs like UNG creates arbitrage opportunities for HFT firms like Jane Street.
HIGH
16:14
May 01
May 01
John Arnold explains how the proliferation of natural gas and other financial products across exchanges and jurisdictions creates arbitrage opportunities for high-frequency trading firms like Jane Street, but expresses no personal directional view on any specific security.
HIGH
05:07
Apr 29
Apr 29
Natural gas bullish on LNG, AI data centers.
Natural gas is being overlooked. LNG exports from the U.S. and Canada to Asia and Europe are strong and growing, and power generation demand from AI data centers remains robust. This thesis is intact, while oil producers have already rallied and have limited upside. Expect rotation from oil to natural gas.
HIGH
20:00
Apr 28
Apr 28
Natural gas undervalued, set to rally
Natural gas is extremely undervalued relative to oil, and the BTU spread is extreme. Gas will be a key energy source for data centers and AI infrastructure, and the market will eventually reprice it higher. Negative gas prices in the Persian Gulf are a local pipeline issue, not a demand problem.
MED
20:58
Apr 20
Apr 20
Natural gas bearish, leading crude lower.
Natural gas prices have already peaked and declined by almost 20% this year, mirroring the pattern that led crude oil lower in 2022, as the price maker status shifts to the Western Hemisphere, indicating further downside.
HIGH
18:06
Apr 20
Apr 20
Watch oil and gas prices due to geopolitical risk.
The duration of high oil and gas prices is the key question; if they remain elevated due to prolonged conflict, it could have damaging impacts on consumer spend and input costs, but if the conflict ends quickly, the impact will be less severe.
HIGH
16:31
Apr 18
Apr 18
Natural gas leads oil lower.
Natural gas has been a leading indicator for crude oil, having spiked and then fallen sharply; a similar pattern is expected for oil, and natural gas prices are down significantly year-over-year.
MED
14:01
Apr 18
Apr 18
Energy market volatility to persist for years.
Even if the Strait of Hormuz reopens by end of May, damage to more than 80 energy facilities (oil fields, gas fields, refineries, pipelines), with over one-third severely damaged, will take up to two years or more to repair, leading to prolonged volatility in energy markets.
HIGH
23:40
Apr 17
Apr 17
Natural gas prices to decline.
Natural gas prices have surged but are now declining year-over-year, and the cyclical pattern suggests they will continue to go back down, following a similar trajectory to previous corrections.
MED
20:11
Apr 17
Apr 17
Natural gas supply recovery slow, prices supported.
Natural gas supply recovery from the disruption will take months to years, especially for LNG trains, implying sustained supply constraints and higher prices.
MED
20:00
Apr 16
Apr 16
Buy natural gas ETFs if price closes above 266.
Natural gas is very cheap and doesn't make sense at current prices. If the May contract closes above 266, I would start a position in BOIL or UNNG (leveraged natural gas ETFs). Then if it gaps higher, I would add. I would exit if it takes out the recent lows.
HIGH
18:58
Apr 15
Apr 15
Middle East conflict may lift commodity price floor.
The conflict in the Middle East may reprieve the bottom for commodity prices upward, providing a long-term support level for oil and gas.
MED
09:43
Apr 13
Apr 13
Hormuz blockade reduces oil supply, supports prices.
The U.S. blockade of the Strait of Hormuz, announced after failed peace talks, means any Iranian exports and vessels that paid tolls to Iran could be blocked, while other traffic faces risks from mines or proximity to Iran. This leads the oil market to conclude that less product will exit the Gulf, reducing physical availability and supporting elevated prices.
HIGH
06:55
Apr 13
Apr 13
Blockade tightens European gas supply.
The blockade will also impact the flow of liquefied natural gas (LNG) through the strait, contributing to a sharp spike in European gas futures due to supply constraints.
MED
04:55
Apr 13
Apr 13
Blockade reverts oil market to zero flow, boosting prices.
The failed peace talks and Trump's announcement of a naval blockade on the Strait of Hormuz have reversed market expectations of an offtamp and clarity on oil flows. This puts the market back to 'stage zero' with no oil likely coming out, increasing tensions and risk of the cease-fire dissipating. The blockade also directly impacts LNG flows (20% to Europe and Asia transit Hormuz), supporting higher European gas prices, especially with expanded trading hours increasing volatility.
HIGH
00:17
Apr 13
Apr 13
Long European natural gas (via BOIL) as a direct, full U.S. blockade of the Strait of Hormuz represents a severe, near-term supply shock to global energy markets, with European prices most immediately vulnerable.
MED
16:35
Apr 11
Apr 11
Natural gas supply shock to impact fertilizer and helium.
44% of global LNG supply has been sidelined by the conflict and will remain offline for 3-5 years, turning the natural gas market on its head. This supply shock will have severe knock-on effects, driving up fertilizer costs (leading to food inflation) and disrupting helium production, which is critical for AI expansion and chip manufacturing.
HIGH
12:46
Apr 11
Apr 11
Natural gas market disrupted for years, prices up.
20% of global LNG capacity has been sidelined due to the war, and it will take 3-5 years to restore, leading to a disrupted natural gas market with higher prices, impacting fertilizers and other derivatives.
HIGH
19:57
Apr 05
Apr 05
Community highlights a specific incident where a Qatari LNG tanker approached/turned back from the Strait of Hormuz, a critical chokepoint, and notes Iran's refusal of a ceasefire/reopening. Any disruption to oil/gas traffic through the Strait would cause a significant supply shock, spiking energy prices. The market is currently dismissing this risk, creating a potential catalyst gap. The thread suggests building tension is not being priced in effectively, setting up for a volatile move in energy assets when the market "decides the energy shock matters." The market has repeatedly shrugged off such news ("Charlie brown and the football"), and bullish peace narratives could quickly reverse any price spikes. The timing is uncertain ("could be this week, or three or six weeks"). OVERALL MARKET (SPY/ES) - AVOID | confidence: 0.65 | sentiment: -0.30 Speaker: r/wallstreetbets community Thesis: The community observes the market is "green" and "bullish biased" despite alarming weekend geopolitical news, calling it "regarded" and driven by algos pushing peace narratives. This creates a high-risk environment where a sudden shift in narrative or a concrete geopolitical escalation could cause a sharp, unexpected downturn ("rug pull"). The consensus is to be cautious at open. The disconnect between headlines and price action is seen as unsustainable. Many commenters advocate waiting or warn of imminent danger for bulls, suggesting a high degree of unpredictability. The bullish bias could continue, fueled by algorithmic trading and dismissive headlines, squeezing bears and causing further gains.
LOW
09:50
Apr 05
Apr 05
Natural gas (Henry Hub) is dropping 2% while crude oil runs up 7%. The divergence between oil and gas is extreme, and natural gas lacks near-term catalysts while options volatility is cheap. Buy short-term UNG puts to capitalize on the immediate weakness in the natural gas market. Sudden temperature drops (heating season) could cause natural gas to catch a rapid bid.
HIGH
11:01
Apr 03
Apr 03
Multiple comments note oil is up 10%, ships on fire in the Strait of Hormuz, and a key oil transit bypass (Oman) is threatened. Continued military escalation directly threatens global oil supply, creating strong upward price pressure. Geopolitical supply shock provides a clear catalyst for long oil trades. Thread also notes "oil probably will who tf knows about SPY," indicating uncertainty on spillover, and potential for swift political de-escalation.
LOW
20:00
Apr 01
Apr 01
The speaker stated he has become "more bullish on natural gas" and is "even more bullish on natural gas companies" post-conflict, citing the increased value of U.S. natural gas after attacks on Qatari LNG facilities. Global LNG supply is constrained, and the U.S. is a crucial supplier. He argues U.S. natural gas prices are more likely to catch up to higher global prices than the reverse. The fundamental case for U.S. natural gas has strengthened due to global supply security concerns, supporting a LONG direction. A rapid, sustained resolution to global energy transport routes and a collapse in Asian/European demand could negate the global price arbitrage.
About BOIL Analyst Coverage
Buzzberg tracks BOIL (ProShares Ultra Bloomberg Natural Gas) across 40 sources. 74 bullish vs 6 bearish calls from 98 analysts. Sentiment: predominantly bullish (42%). 163 total trade ideas tracked.