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Strategies & Market Trends : Natural Resource Stocks
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From: roguedolphin8/1/2025 4:33:45 PM
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Leigh Goehring On The Coming Revolution In Asset Markets

You could say that natural resources run in Leigh Goehring’s blood. The son of two oil and gas engineers, Leigh has spent nearly his entire life studying markets and investments related to commodities. Over the past 30 years, he has become one of the most brilliant and passionate analysts and money managers in the industry.

In this conversation, Leigh joins Jesse Felder on The Felder Report podcast to discuss, in detail, his case for a major commodities boom just ahead—part of a broader revolution in the asset markets.

https://thefelderreport.com/2025/06/25/leigh-goehring-on-the-coming-revolution-in-asset-markets/

MY TAKE on their conversation is that when the "Carry Trade" now causing the tech sector to get so over-valued ends, a lot of "Smart Money" will rotate into the very under-valued energy sector stocks. We just need the FEAR of the Tariff War to fade for it to start. Part of what's likely to happen is a significant devaluation of the U.S. dollar, which will send oil prices higher. What's going on now is like what happened in the early 1970's that sent oil prices much higher in the second half of that decade, which I lived in. "Gold Prices are telling us what's ahead for the oil price."

U.S. natural gas prices will be going up significantly after 2025 simply because supply growth will not be able to keep up with demand growth that is locked in at more than 5 Bcfpd year-over-year from end of 2024 to at least 2030. Recently I've come to believe that after 2026 demand for electricity by AI Date Centers will accelerate. AI Data Centers are going to be built "In Basin" all over the country and in Canada. The Data Centers will go "off grid and build their own natural gas fired power plants. The very large Stargate AI Data Center in Texas is already doing it.

Dan Steffens
Energy Prospectus Group
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