Instability in the Strait of Hormuz reinforces the bull case for U.S.-based LNG that bypasses Middle Eastern trade routes.

Considered a durable 'hard asset' investment due to the high energy demands of AI data centers.

U.S. LNG exporters are expected to see increased demand and long-term price support as 20% of Qatari production capacity is offline for up to five years.

Beneficiary of the global energy supply crunch and rising natural gas demand.

Was not included in the S&P 500, which surprised hosts who called it a 'no-brainer' and the 'highest quality company of all those names,' suggesting it is a high-quality company.

Highlighted as a proxy for the US-EU energy deal theme, which is a direct and powerful catalyst. The stock was up over 8% in overnight trading to $243.99 and is suggested as a potential candidate for S&P 500 inclusion.

Mentioned as a possible candidate for inclusion in the S&P 500.