AI’s Energy Boom Is About To Hit Natural Gas Hard

Recorded on June 10 2026 at NRS Studios Elliott Gue joins Andy Millette on Natural Resource Stocks to break down the energy market setup investors are facing right now, including oil prices, natural gas demand, LNG exports, AI data centers, fertilizer, uranium, and nuclear power. Elliott explains why he believes the long-term oil floor may stay much higher than many investors expect, why U.S. shale producers are not rushing to increase production, and why oilfield services could become one of the most important opportunities in the energy sector. He also lays out the direct connection between AI power demand and natural…