In a recent OilPrice article, I argued that new demand from AI Data centers would be bullish for the natural gas market. In this article, I will extend that discussion and explain why I believe there is a dramatic reset coming for gas-focused E&P stocks. Exactly when isn’t part of the discussion here, but I will lay out a compelling investment thesis for stocks exposed to this commodity. It’s tough to be a gas bull, but it's natural gas, I mean. Over most of the past decade, that point of view has pretty well guaranteed you a broken…
