Faster-than-average global energy demand growth in 2024 has helped to contribute to rising interest in nuclear energy, renewables, and natural gas so far in 2025. The U.S. Energy Information Administration (EIA) expects these trends to continue and has singled out natural gas as a particular energy source to watch. The EIA predicts the Henry Hub natural gas price will rise throughout 2025 and 2026 as demand from U.S. liquefied natural gas (LNG) export facilities surges. As demand exceeds supply, investors should watch for the price of natural gas to rise—the EIA predicts the spot price could reach as high as $4.00 per million British thermal units (MMBtu).
Investors bullish on natural gas in the coming months and quarters have a few ways to gain exposure to this resource. First, investors can target the energy source as directly as possible by investing in future contracts. Second, they can explore shares of companies dealing in the natural gas business. Third, and most commonly, they can invest in exchange-traded funds (ETFs) and related products that provide access to natural gas futures or baskets of related stocks accordingly.
