The global natural gas market exceeds $1 trillion and grows at 7.5% CAGR — offering inflation hedges, tax advantages and sector-leading historical returns.
Natural gas accounted for 32% of U.S. energy consumption in 2021 and is growing globally. The energy sector has delivered exceptional returns — top stocks rising 100%+ even as broader markets declined — making it one of the most compelling investment themes of the decade.
EIA data shows natural gas was the second most used fuel in the U.S. in 2021. The global natural gas market was $955 billion in 2022 and is projected to reach $1.3 trillion by 2027 at a 7.5% CAGR.
WTI crude contracts have risen an average of 16.06% in the six months following each Federal Reserve rate-hike cycle over the past six cycles — a powerful signal for timing energy investments around monetary policy events.
Top-performing oil and gas stocks including TORM PLC, Teekay Tankers, and Scorpio Tankers have seen shares rise over 100% in recent years, handily beating the broader market Russell 1000 Index which declined over the same period.
Leading natural gas companies include Coterra Energy Inc. (NYSE: CTRA), Tourmaline Oil Corp., and Gazprom. On the tanker side, TORM PLC, Teekay Tankers, and Scorpio Tankers have delivered exceptional investor returns. Diversify across multiple energy sub-sectors — upstream, midstream, downstream and tankers — to manage sector-specific volatility.