X may not be highlighting my tweets, but NATURAL GAS is finally gaining momentum after 3 months.
If this momentum sustains, commodities are about to get serious attention again.
Everyoneโs talking about a crash. I see it differently. Weโre nowhere near that yet.
Investors will hate me for sharing this insider-level research.
But here's one chart that explains what's happening worldwide ๐
Every market cycle has one asset that quietly absorbs capital while everyone else is distracted.
Everyone is debating AI.
Everyone is chasing Bitcoin.
Everyone is watching Gold, Silver, Semiconductors stocks & Korean markets.
In 2026, I think Natural Gas/Gasoline could become that story.
Here's why.
Let's connect the dots. ๐
- The U.S. is already the world's largest producer of natural gas, controlling more than 25% of global supply.
- QatarEnergy suspended LNG production after the U.S. and Israel launched military action against Iran on February 28 (and production has reportedly not fully resumed).
- Oil prices is cracking down but deal is not signed yet.
- About 20% of the world's oil and liquefied natural gas usually passes through the Strait of Hormuz
- Asia's energy demand expected to grow by about 5% annually.
- Electricity generation, manufacturing and chemicals all rely heavily on gas.
- Even small supply shocks can move prices much faster than most investors expect.
Now think one step ahead.
If global manufacturing stays resilient...
If Asia's power demand keeps rising...
If another geopolitical disruption affects LNG exports...
Natural Gas stops being "just another commodity."
It becomes a strategic asset โก
I doesn't predict the future. The market decides.
But it suggests that institutional money may already be positioning before the headlines arrive.
Maybe in 2-4 months the news will catch up.
That's when financial media starts asking,
"Why is Natural Gas suddenly outperforming?"
But by then, smart money is usually already there.
I'm not saying buy today.
I'm saying this is one of the few macro themes that deserves far more attention than it's getting.
Predictions are easy. Positioning is hard.
The market will decide whether this thesis is right.
Until then, I'm watching the capital flows not the headlines ๐
Bookmark this.
If this plays out in 2026, remember where you first read it in details.
@tradiomics
Funny how easily we claim Atmanirbhar Bharat while using a US-based platform to counter Elon about Starlink.
Build the satellite network, sure. But maybe build the X-like global platform first.
Funny how easily we claim Atmanirbhar Bharat while using a US-based platform to counter Elon about Starlink.
Build the satellite network, sure. But maybe build the X-like global platform first.
FYI, you need brain to understand this.
The US bond market is a bigger and older global risk than AI.
When Treasury yields rise, deflation, inflation, or debt supply dollar funding gets expensive, capital is pulled toward the US, and local rates follow.
1980โ1982: Volcker hikes, a surging dollar, and the Latin American debt crisis.
1994: A surprise tightening and a global bond selloff.
2013: Taper talk alone dumped emerging-market currencies and equities.
2022: The hiking cycle, a dollar spike, the worst bond year in decades, and the UK gilt crisis.
Today the deficit is about $2 trillion, debt is near 100% of GDP, and interest is already one of the largest outlays. If yields jump, emerging markets, Europe, and growth multiples all get hit without an earnings pause.
โSomeone will be the scapegoatโ is storytelling. The bond market sets the price first. Blame comes later.
Funny how easily we claim Atmanirbhar Bharat while using a US-based platform to counter Elon about Starlink.
Build the satellite network, sure. But maybe build the X-like global platform first.