U.S. Natural Gas Prices Surge 8%

by Jay Young | Investing, Oil & Gas, Tax Savings, Taxes, The Upside

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Newsletter No. 106

Good afternoon,

It’s Thursday, March 6, 2025, and in this edition of The Upside we’ll cover the latest news from the oil and gas industry, along with important news from King. As always, I hope to keep you up to date on the trends shaping our industry. Thanks for reading.

This Week's Headlines

Unlock Tax-Saving Strategies with Donna Cowdrey on The Jay Young Show
U.S. Natgas Prices Surge 8% on Record LNG Exports and Strong Demand
Trump’s Tariff Threat Could Hurt Canada’s Oil Industry
Russia’s Oil and Gas Revenues Drop by 18% Due to Sanctions
New Power Plants Increase Demand for Haynesville Shale Gas
Whitewater Management Acquires Orion Water Solutions

HAPPENING AT KING

Unlock Tax-Saving Strategies with Donna Cowdrey on The Jay Young Show
Catch this episode of The Jay Young Show from NAPE, where my co-host Jordan Soto and I welcomed special guest Donna Cowdrey of 1031 Ventures. Donna explains the ins and outs of the 1031 Exchange, showing how investors can defer capital gains taxes by reinvesting in like-kind properties. From understanding the crucial role of a Qualified Intermediary to navigating the 45-day identification period, this episode is packed with valuable insights for anyone in real estate, oil & gas, or those looking to maximize their tax-saving strategies. Subscribe to us on YouTube or Rumble. You can also listen on Spotify, iTunes or wherever you listen to podcasts.

Upcoming Webinars
King is hosting two informational webinars over the next couple of weeks. Our Macro-Economic advisor Eric Rice will be hosting a macro-economic overview and town hall on Wednesday, March 12, 2025 at 2 p.m. CST. You can register here. Then, our Chief Economist John Mauldin will be featured on webinar, "Why Oil & Gas Investing?" on Wednesday, March 19, 2025 at 2 p.m. CST. You can register here.

Oil & Gas News

U.S. Natgas Prices Surge 8% on Record LNG Exports and Strong Demand

U.S. natural gas prices jumped 8% on Monday, driven by record flows to LNG export plants and forecasts of higher demand in the coming weeks. This price increase also follows news that Germany is not in talks with Russia about restarting the Nord Stream 2 pipeline, meaning Europe will continue to import large quantities of U.S. LNG. Despite record U.S. gas production and mild weather forecasts, LNG exports remain strong, with U.S. output reaching new highs. Check out the graphic below and you can also see the most up-to-date numbers on natural gas prices here.

Trump’s Tariff Threat Could Hurt Canada’s Oil Industry

Trump’s threat of a 10% tariff on Canadian oil could slow Canada’s oil drilling sector, leading to job losses and reduced activity as companies delay spending. This uncertainty could hurt Canada's recovery, especially for smaller oil producers. On the flip side, U.S. oil and gas drillers may benefit, as Canadian oil becomes more expensive, potentially increasing demand for U.S. oil and equipment, while raising costs for Canadian companies.

Russia’s Oil and Gas Revenues Drop by 18% Due to Sanctions

Russia’s oil and gas revenues fell by 18.4% in February 2025, totaling $8.6 billion, due to disruptions from U.S. sanctions on Russian tankers. The sanctions have made it difficult for Russia to offload crude, impacting its budget revenues. For the U.S., this could mean increased opportunities in global oil markets as Russian shipments are delayed, potentially boosting American oil exports.

New Power Plants Increase Demand for Haynesville Shale Gas

New gas-powered power plants are driving up the need for Haynesville Shale gas. Swepco is building a new plant and converting an old coal plant in Texas, while Entergy is adding new turbines in Louisiana for Meta’s data center. These projects are good news for local gas producers, as they help reduce transportation costs and bring more business to the area.

Move to Watch

Whitewater Management Acquires Orion Water Solutions
Whitewater Management has acquired Orion Water Solutions to enhance its wastewater treatment offerings. Located in the Permian Basin, Orion uses advanced technology to turn wastewater into clean, reusable water. This acquisition expands Whitewater’s fluid management services and opens new opportunities in oil & gas, mining, and municipal infrastructure. The financial terms of the deal were not disclosed.

If you'd like to talk to someone about King and are an accredited investor, you can fill out your information here or schedule a Zoom conversation with one of our SVPs here and someone will reach out.

Thank you for your continued support, and if you have any questions for myself or any member of the King team, please don't hesitate to reach out to us.

All the best,

Jay