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Cook: Natural Gas is the ‘Logical Solution’ to ‘2%’ Annual Energy Demand Growth

8 min10 september 2025

Ben Cook thinks energy demand will rise by 2% on a “compound annual growth basis,” vs being flat right now. He sees natural gas as a “logical solution” to those enormous needs. He looks at natural gas demand patterns right now and expects supply to tighten over the next few years, pushing prices higher. He likes companies throughout the pipeline, from energy companies making the fuel to delivery companies downstream. Ben is waiting for nuclear to grow more before getting excited.


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