Natural Gas - The Often Overlooked Energy Powerhouse?

It feels like all the oxygen in the room these days, especially with current events, gets sucked up by WTI and Brent, and fair enough, they're the big beasts. But I've been spending more time looking at natural gas, particularly Henry Hub, and it consistently strikes me as a market that's undervalued by generalist energy traders. We talk about demand destruction for crude, or OPEC+ shenanigans, but nat gas, while geographically influenced, seems to have a more fundamental, almost raw, demand curve driven by the utilities and industrial sectors that can't just pivot on a dime.

Sure, storage levels, weather patterns, and LNG export capacity are massive drivers, and that volatility can be a nightmare for position sizing. But when you look at the long-term energy transition narrative, natural gas feels like the true 'bridge fuel' that's actually, you know, burning. The investment into the infrastructure isn't as sexy as a solar farm or a nuclear reactor, but it's absolutely critical. Am I just romanticizing the uglier duckling of the energy world, or do others feel that natural gas, despite its quirks, doesn't get the serious, long-term analytical attention it deserves relative to oil?