Hello – Nuclear power is shifting from a distant promise to an immediate growth story. U.S. energy plans call for tripling reactor capacity over the next 25 years, and major data-center operators are already reserving small modular reactors (SMRs)to secure reliable, low-cost, carbon-free power. To help investors get ahead of this accelerating trend, we’ve released an updated report: 7 Top Nuclear Stocks to Buy Now. Inside, you’ll learn about: -
The only U.S. company licensed to produce next-gen HALEU fuel—a critical component for SMRs and advanced reactors -
The SMR developer already contracted for two gigawatt-scale data-center projects in Ohio and Pennsylvania -
An all-in-one ETF that bundles utilities, uranium miners, fuel suppliers, and breakthrough innovators into a single trade These seven names give you exposure to uranium mining, fuel enrichment, reactor construction and the steady cash flow of government contracts—all in one concise, easy-to-read guide. 👉 Download your complimentary PDF now. No cost, no strings—just timely research before the mainstream spots the opportunity. Let’s get you ahead of the trend, Matthew Paulson
Founder & CEO, MarketBeat P.S. Regulations can slow nuclear projects, but early investors could ride this multi-decade tailwind for years. Grab the list now and decide which of these seven leaders earns a place in your portfolio.
Just For You 3 Natural Gas Names to Watch as a Global Supply Shock BuildsWritten by Chris Markoch. Publication Date: 3/21/2026. 
Key Points - Global LNG supply disruptions, especially in Qatar, are tightening markets and could push natural gas prices higher in 2026.
- Vermilion Energy and EQT offer leveraged exposure to rising gas prices through European access and unhedged production strategies.
- The UNG ETF provides direct exposure to natural gas futures for investors looking to play the commodity itself.
- Special Report: Elon Musk already made me a "wealthy man"
Oil prices are sending shock waves through the market and giving energy stocks a much-needed boost. A similar, but different, story is unfolding with natural gas. The spot price of natural gas has fallen since the conflict with Iran began. The U.S. Energy Information Administration (EIA) points to milder-than-expected February weather that left more gas in storage. In addition, higher oil prices are boosting activity in the Permian Basin, which produces more associated natural gas as a byproduct. There are also geopolitical concerns that could push natural gas prices higher even if the oil-price shock proves temporary. Much of the risk centers on the Strait of Hormuz: roughly 20% of liquefied natural gas (LNG) transits the strait, most of it from Qatar. SpaceX is already one of the most valuable private companies on Earth, and some analysts believe its valuation could reach over $1.5 trillion. But since SpaceX isn't publicly traded, most investors assume they have no way to invest—that assumption may be wrong. According to veteran investor Matt McCall, there's a little-known public investment vehicle that provides exposure to SpaceX and dozens of other private companies, and today shares trade for less than $30. Click here to see the full story That creates a supply-demand imbalance. Qatar's Ras Laffan plant has shut down operations — a step it has never taken before — removing about 14% of the global monthly forecast. That hit is less visible in the United States but is being felt in Europe, where natural gas prices are up roughly 65%, the highest levels since March 2023. The Questions Hanging Over the Market Even if the conflict with Iran resolves on the timeline the U.S. administration has suggested, it will take weeks, not days, for Ras Laffan to resume full operations. Can the market replace that capacity quickly? The short answer appears to be no. This disruption comes at a time of record LNG demand. The U.S. has brought three new LNG export facilities online to help meet global demand — including demand from hyperscalers — but those additions won't ease shortages in the near term. That makes lower natural gas prices the outlier. For investors, that potential price upside can signal an opportunity. Vermilion Energy Offers Direct Access to Premium LNG Markets Vermilion Energy (NYSE: VET) stock is tracking natural gas moves but likely understates the company's strategic positioning. VET has risen more than 50% in 2026 and sits within about 20% of its consensus price target. The jump came despite a mixed earnings report in which Vermilion beat on the bottom line but missed revenue by roughly $50 million. Vermilion is the only Canadian exploration and production company with direct, in-ground European natural gas output. That lets it sell into European markets without incurring LNG liquefaction, shipping, and regasification costs — an important advantage as it expands production in Germany. A new well is expected to come online in the first half of 2026, and Vermilion already has an anchor buyer in Uniper, one of Germany's largest utilities. America's Largest Gas Producer Is Betting Big on Price Upside EQT Corporation (NYSE: EQT) is the largest U.S. natural gas producer by volume. EQT stock is up about 18% in 2026 and trades within roughly 5% of its consensus price target. Like Vermilion, EQT reported a mixed quarterly result. Since early March, analysts have noted that EQT is essentially unhedged for 2026 — a clear management bet that natural gas prices will rise and they don't want hedges forcing them to leave money on the table. Since reintegrating its Equitrans Midstream operations in 2024, EQT's breakeven price has fallen to about $2/MMBtu (one million British thermal units, a standard natural-gas energy measure). That puts the company in a position to generate solid profits at current prices and even larger gains if prices climb. Investors Can Play Natural Gas Directly With This ETF Vermilion and EQT are compelling ways to play higher natural gas prices, but investors seeking direct commodity exposure can consider the United States Natural Gas Fund (NYSEARCA: UNG). UNG holds a diversified basket of natural gas futures contracts, which explains why the ETF is down more than 40% over the past 12 months and down about 1% in 2026. The U.S. market has remained relatively well supplied despite extreme cold this winter. The price of UNG is up roughly 2% over the 30 days ending March 18. While the fund isn't heavily held by institutions, buying has outpaced selling in four of the last five months — a sign that larger investors may be positioning for higher natural gas prices. | 
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