How to play the surge in natural gas prices

Natural gas prices have surged, experiencing their best day in four years due to an arctic blast affecting much of the U.S. Prices rose 25% to $3.89 per million British thermal units, with further increases expected. This spike is attributed to extreme cold weather and structural factors, including the U.S. becoming the largest LNG exporter. Eric Fry predicts sustained higher prices driven by increased demand from AI data centers. Additionally, President Trump's announcement regarding a framework deal with NATO has positively impacted stock markets, alleviating previous geopolitical concerns.