Opportunities in Energy Commodities: Focus on Natural Gas

This chapter explores the undervaluation and potential investment opportunities in natural gas, oil, and coal commodities. It specifically highlights the bullish outlook on natural gas due to its dislocation from the global market, the transformative impact of the shale gas revolution, and the convergence of US gas prices with global prices. The discussion also touches on the undervaluation of oil and coal, as well as the bullish perspective on copper driven by strong demand, supply deficits, and potential disruptive technologies.