Should you add natural gas to your portfolio?

Few investors have noticed, but natural gas has embarked on a bull run

Gas burners on stoves with a graph of growth in natural gas prices
(Image credit: Getty Images)

I want to look at what I can only describe as a stealth bull market: natural gas. The price is creeping up, and few are talking about it. Natural gas is a bit like silver: if it can disappoint, it will. So we begin this piece with that reminder. Natural gas has broken the soul of many a wiser man than me.

On the other hand, the next five years look pretty positive. It’s obvious that the world is going to go nuclear now, and that small modular reactors (SMRs) are going to provide the power artificial intelligence so badly needs.

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Dominic Frisby

Dominic Frisby (“mercurially witty” – the Spectator) is as far as we know the world’s only financial writer and comedian. He is the author of the popular newsletter the Flying Frisby and is MoneyWeek’s main commentator on gold, commodities, currencies and cryptocurrencies. He has also taken several of his shows to the Edinburgh Festival Fringe.

His books are Daylight Robbery - How Tax Changed our Past and Will Shape our Future; Bitcoin: the Future of Money? and Life After the State - Why We Don't Need Government

Dominic was educated at St Paul's School, Manchester University and the Webber-Douglas Academy Of Dramatic Art. You can follow him on X @dominicfrisby