Natural Gas & LNG — The 2026–2028 Master Thesis
The master note: the oil-to-gas rotation, the Shell-vs-bears LNG demand debate, the Gulf-war overlay, and the single 2027 Henry Hub print the whole bet is gated on.
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Oil: You Think the Pipes Improved With Age?
🚨Jeff Currie: "I'd argue in my entire career, I have never seen an energy environment this tight." The US SPR sits near a 43-year low, with barely 19 million barrels of cushion above the operating floor Refining margins just hit a record $60+ a barrel,
MEP Portfolio Update 7/23/26
Full trade details at the link below: members.dandicker.com/mep-trade-alert-7-23-26/ dan@dandicker.com
MEP Trade Alert - 7/23/26
Full Trade details below
Matrix Energy Partners Update: The First Trade Already Worked
The first trade already worked