Leigh R. Goehring & Adam A. Rozencwajg
Outside of North America, there is a full blown natural gas crisis. Prices are $30 – $50 per mmcf, causing factories to shut down.
In the United States, natural gas has rallied sharply but is still only $8.00 – 73% below the international price.
What if that gap closed in a matter of days?
Our newest commentary, The Gas Crisis is Coming to America, looks at why there is such a dislocation between US and international prices and why we think it cannot last.
Download our Q1 2022 commentary for insight into: