Natural Gas & LNG
Natural gas supply, midstream and LNG export capacity as the bridge fuel of the energy transition and the fuel for gas-fired power behind data centres. Excludes oil-weighted upstream and oilfield services.
Active institutional funds cut a net $19.2 billion in Q2 2026, versus $3.8 billion in Q1 2026 — an outflow 413% larger. 51.6% of companies in this theme saw decreased active positions in Q2 2026.
Ecosystem Map
LNG export terminals, liquefaction capacity and global LNG infrastructure. Includes operators and developers; excludes upstream gas producers without material LNG operations.
Natural-gas producers, pipelines, processing and storage supporting gas supply. Excludes oil-weighted upstream companies without meaningful gas exposure.
Bottleneck Tracker
Bottleneck details are part of the Pro plan.
Recent Discoveries
Recent discoveries are part of the Pro plan.