Jul. 30, 2025 6:40 AM ETExpand Energy Corporation (EXE) StockEQT, RRC, AR, EXERicardo Fernandez2.68K FollowersSummaryElectricity demand is surging due to climate, electrification, and AI, driving a structural shift to higher prices and favoring natural gas producers.Recent policy changes and peaking shale oil output will constrain new wind/solar and reduce associated gas supply, tightening the gas market.Expand Energy stands out as a pure-play gas producer with significant reserves, production growth, and merger synergies, positioning it for outperformance.I rate EXE a buy, expecting it to benefit from a tight gas market, diversified sales channels, and upside if gas prices exceed expectations.6381380IntroductionThere is an increasing imbalance for electricity driven by climate change (it's not going to get cooler), decarbonization or electrification, and now AI/Data Center buildout. This is leading to a 4-5% increase in load vs 1-2% in the past, which should leadThis article was written byRicardo Fernandez2.68K FollowersExperience is difficult to learn. After 30 plus years of critically analyzing the nuts and bolts of businesses as diverse as airlines, oil, retail, mining to fintech and ecommerce plus the macro, monetary and political drivers. I continue to immensely enjoy learning and applying my experience to unravel, comprehend and benefit from new ideas, technology, innovation and business models. In addition, living through multiple crises, tequila, Asia, dotcom, 9/11, the great recession and the Covid19 pandemia, plus a stint at entrepreneurialism (Export, Factoring and Printing) provides for an extraordinary base of experience to be applied across multiple disciplines.Analyst’s Disclosure:I/we have a beneficial long position in the shares of TLN, EXE, EQT, VST either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.CommentsRecommended For You