Why Investors And Tech Will Turn to Natural Gas | Chris Casey

18 snips

Sep 25, 2025

Chris Casey, Founder and Managing Director at WindRock Wealth Management, shares his expertise on the rising demand for natural gas. He highlights how AI, EVs, and cryptocurrency are straining the U.S. power grid and making natural gas a fast and clean solution. Casey discusses investment opportunities in LNG and equities, while also warning of risks like oversupply and competition from nuclear energy. He views this surge as an early-stage megatrend that could reshape the energy landscape and political discussions.

Ask episode

AI Snips

Chapters

Transcript

Episode notes

INSIGHT

Flat U.S. Electricity Supply Meets Rising Demand

U.S. electricity production has been effectively flat for ~20 years while demand drivers are rising.
This creates structural pressure requiring new generation capacity soon.

INSIGHT

Multiple New Drivers Will Boost Power Demand

AI, expanding data centers, EV adoption and crypto mining will materially raise U.S. electricity demand.
Casey expects AI's share to grow from ~4% to ~9% in five years and many new data centers are being built.

INSIGHT

Why Natural Gas Is The Fast Grid Fix

Natural gas is fast to build, relatively cheap, and lower-emission than coal.
It can plug into existing infrastructure and replace retired coal generation quickly.

Get the Snipd Podcast app to discover more snips from this episode

Get the app

💡Thinking about energy exposure? Get a free portfolio review with Chris Casey and the team at WindRock at: https://bit.ly/3KpYPcZ

Electricity demand in the U.S. is set to soar as AI, EVs, and cryptocurrency put unprecedented strain on the power grid. Chris Casey of WindRock Wealth Management tells Maggie Lake why natural gas is the fastest, cheapest, and cleanest solution, and why it remains undervalued despite these bullish trends. He explains how LNG exports and equities offer investors unique opportunities, while also highlighting the risks of oversupply, oil price swings, and long-term competition from nuclear. Casey argues this is an early-stage megatrend that could even become a major political issue as electricity prices rise.

💡Get your Free Gold Investing Report here: https://wealthion.com/gold

💡 Wealthion and SCP Resource Finance will bring together the world’s top silver experts this October in Toronto. Join our accredited investor list here to go in-person: https://wealthion.com/accredited/ Or, attend virtually, by buying your tickets here: https://www.eventbrite.com/e/wealthion-scp-global-silver-virtual-conference-2025-tickets-1685583779459

💡Get to Know Chris Casey: His Journey, Strategy, and Financial Philosophy: https://www.youtube.com/watch?v=l2DdcqtoBYs

Chapters:

0:39 - Why Nat Gas Now? The Demand Dynamics

1:48 - Why Electrification Puts Gas Center Stage

2:39 - What’s Changed? AI, EVs & Data Centers Driving Demand

4:45 - Is the EV Shift Bigger Than We Think?

5:49 - Why Natural Gas Looks Like the Fastest Grid Fix

8:23 - If It’s So Bullish, Why Is the Price Still “Cheap”?

11:10 - Washington’s Role: How Policy Is Shaping Nat Gas

12:08 - How Should Investors Play It—Futures or Equities?

14:26 - Pure Plays vs. Integrated: Picking Your Exposure

15:53 - ⭐️Wealthion Golden Nugget: What Inning Are We In? Early Days of a Megatrend

17:42 - Key Risks: Oversupply, Oil Linkages, Nuclear & Politics

Connect with us online:

Website: https://www.wealthion.com

X: https://www.x.com/wealthion

Instagram: https://www.instagram.com/wealthionofficial/

LinkedIn: https://www.linkedin.com/company/wealthion/

#Wealthion #Wealth #Finance #Investing #Energy #NaturalGas #Commodities #AI #EVs #Crypto #Electricity #PowerGrid #LNG #Markets #EconomicTrends

________________________________________________________________________

IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.

While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.

We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.

The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

Learn more about your ad choices. Visit megaphone.fm/adchoices