Watch now | In this episode, Josh Young shares his variant view on the natural gas bull case. While many investors are focused on AI data centers and LNG export growth, Josh believes the market is underestimating how quickly these trends are unfolding. He also introduces a third, critical factor that most have overlooked. Alongside this, he highlights a few under-the-radar equities that could offer outsized upside if his thesis proves correct.Subscribe to Bison Insights on Substack for the full report and future ideas.
Natural Gas: What You Don't Know Can Hurt You
Watch now | In this episode, Josh Young shares his variant view on the natural gas bull case. While many investors are focused on AI data centers and LNG export growth, Josh believes the market is underestimating how quickly these trends are unfolding. He also introduces a third, critical factor that most have overlooked. Alongside this, he highlights a few under-the-radar equities that could offer outsized upside if his thesis proves correct.Subscribe to Bison Insights on Substack for the full report and future ideas.