Cramer: natural gas shortage coming, Devon Energy positioned well
Devon Energy is positioned to benefit from structural natural gas shortages driven by AI data centers and global LNG exports, but the stock's 24% year-to-date rally warrants caution before buying.
U.S. oil and gas exporters profit from the Iran war, but they can't begin to fill the supply gap as global prices spike | Fortune
The Strait of Hormuz closure disrupts 20% of global oil and LNG supplies, with the U.S. positioned to benefit as the world's largest LNG producer while Europe and Asia face severe energy price spikes.