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Pivoting From Natural Gas to Oil Equities: The Contrarian View

Earlier this year, we highlighted our bullish view on natural gas equities "All Eyes on Natural Gas in 2025" bisoninterests.com/content/f/all-…

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Thoughtful and interesting contrarian perspective.

Bison Interests Thanks for excellent thread. Been considering this. Have significant cash flow from natgas equities that’ve had an awesome year, so now yield % not so huge viz cap gains on the table… better ideas for that capital abound, very much including in oil. Josh Young is a gift!

Our CIO Josh Young was on CNBC sharing our variant bullish view on oil despite consensus bearishness

Global investment has been insufficient to replace depleting reserves x.com/BisonInterests…

Bison Interests I see phenomenal opportunities in small cap producers and oil field services stocks, which may drive the sector to "catch up" with the broader market as we move back into the eventual rising oil prices part of the cycle x.com/Josh_Young_1/s…

Our CIO Josh Young was featured on the inthemoneypod. Josh shared his thoughts on the oil and gas industry, perspectives on recent M&A and shareholder activism, our shift from natural gas to oil exposure, and some of his favorite stocks at the moment. youtu.be/nn2vEvZFQL8?si…

Excellent oil market overview with oil hedge fund manager of Bison Interests, Josh Young youtu.be/GYa14LIY7rY?si…

Low prices are the cure for low prices. x.com/BisonInterests…

Similar phenomenon on natural gas. Gas should work eventually, but it got ahead of itself as the consensus went way too negative on oil. x.com/BisonInterests…

Our CIO shared an oil market update today, in the context of escalating oil geopolitical risk in the Middle East

With recent weekly inventory reports surprising to the downside, there could be further fundamental upside to oil prices. And perhaps even more oil price upside potential from sentiment & positioning resetting from bearish to bullish. And from geopolitical oil supply risk.