Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Deep Fundamental Analysis

Overview #41 – Securing Supply, Unlocking Value: Global Themes in Equities and Commodities

2026 High Conviction Idea: Our Basket of Commodity Equities Will Outperform Broad Equity Indices

2026 High Conviction Idea: Our Basket of Commodity Equities Will Outperform Broad Equity Indices # 2

Oil and Gas, Mint Finance

Suhas Reddy

Oil and Gas

Commodities

<ul>
<li>Henry Hub prices are rising ahead of a colder U.S. winter, but stronger domestic production and expanding LNG exports could temper the pace of seasonal gains.</li>
<li>Global LNG capacity is set to soar by 60% by 2030, raising the risk of a supply glut that could depress international gas prices and challenge U.S. competitiveness.</li>
<li>While global LNG oversupply may pressure prices abroad, surging AI-driven electricity demand and slower renewable deployment could lift domestic gas consumption and keep prices resilient.</li>
</ul>


Henry Hub prices are rising ahead of a colder U.S. winter, but stronger domestic production and expanding LNG exports could temper the pace of seasonal gains.
Global LNG capacity is set to soar by 60% by 2030, raising the risk of a supply glut that could depress international gas prices and challenge U.S. competitiveness.
While global LNG oversupply may pressure prices abroad, surging AI-driven electricity demand and slower renewable deployment could lift domestic gas consumption and keep prices resilient.


When the Boom Bites Back: How a Global LNG Surge Could Reshape U.S. Gas Markets

Natural Gas

When the Boom Bites Back: How a Global LNG Surge Could Reshape U.S. Gas Markets