ShadowHornet :
Energy | Natural Gas

The logical relationships between key elements of the natural gas ecosystem and natural gas pricing to aid with econometric modeling and predictive algorithmic models.

Projections of impact to Natural Gas injections in storage based on US weather 6/13 - 6/18/2025

Natural gas may be poised for a breakout in 2H 2025, fueled by skyrocketing AI data center demand, declining U.S. shale productivity, and surging LNG exports. ShadowHornet’s 36-month strategy targets a 133% return via ETFs, leveraged options, and LNG infrastructure plays—but execution requires precise timing and careful risk management. This thesis outlines the bullish case, investment vehicles, risks, and scenario-tested performance.

Geopolitical shockwaves: As tensions simmer—and at times flare—between Iran and Israel, the global energy markets are bracing for more than just diplomatic fallout. The energy complex, particularly natural gas and methanol, stands on the front lines of risk. For investors, producers, and policymakers, understanding the scenario-based implications of escalating hostilities is essential.

The Baker Hughes rig count has long served as a barometer for drilling activity and energy sector health. In 2025, the rig count tells a story of divergence: while oil rigs retreat, gas rigs are quietly staging a comeback. Here's what the trendlines reveal—and what they mean for markets.

Methanol represents a massive market opportunity thanks to several factors converging in 2024. Increased focus on domestic natural gas production in 2025 will lead to greater utilization of methanol. What is methanol? Why, and what does methanol mean to capital investment and the equity markets? How can you profit through this surging methanol wave in 2025 and beyond?

Discusses the balance between fossil fuels and biofuels and how they relate to each other in the energy market. Important to understand for the purposes of base load versus peak load sourcing and Renewable Portfolio Standards.

Exploration of how to use Baker Hughes' oil:gas drilling ratio data to correlate to UNG, USO prices from a 2012 timeseries.

With a surge in domestic energy production likely in 2025, and political support for natural gas at an all-time high, these considerations from another similar period (2009-2011) can inform you of likely market patterns and developments.

Backtesting data to aid models in determining how market share correlates to equity prices and forward market activity from Feb 2012 onward

An overview of confidential exploration permits issued in the Bakken shale field in 2012

An overview of active drillers and exploration projects in the Bakken Shale (ND), January 2012