Natural gas investing saw an uptick in ETF volumes, particularly in UNG and BOIL, as retail and institutional portfolios position ahead of anticipated summer cooling demand. Meanwhile, electricity demand in the U.S. is starting to accelerate, powered by AI data centers, the onshoring of manufacturing, and electric vehicles. In the near term, this will drive continued strong demand for renewables, which are fast to deploy and economically viable at current prices. Meanwhile, it should drive demand for additional natural gas-fired power plants and potentially new nuclear energy capacity in the 2030s. As a leader in all forms of energy, NextEra Energy should benefit from the expected acceleration in power demand. Because natural gas is so abundant and easily produced in the United States, it has become much cheaper than natural gas produced in Europe or Asia, making it economical to convert gas into LNG and ship it to those markets. Exports from the U.S., Australia , and Qatar—the three largest exporters as of 2025—made up 60% of global exports, with Europe and Asia being two important import markets. Natural gas investing fundamentals are buoyed by industrial consumption growth — ammonia and petrochemical plants reported a 4% year-on-year increase in gas usage.