The Undervalued Energy Boom: Why Natural Gas and Commodities Are Set to Skyrocket

In Energy News Beat – Conversation in Energy, Stuart Turley welcomes Wasif Latif, Co-Founder & CIO of Sarmaya Partners, for their third discussion on energy and finance. They explore the growing demand for natural gas driven by AI, the undervaluation of traditional energy sectors, and the role of commodities in investment portfolios. Wasif shares insights on Sarmaya’s thematic ETF ( LENS ), which focuses on energy, gold, uranium, and industrials. They also discuss geopolitical energy shifts, rising energy consumption, and the financial market’s delayed recognition of these trends. The conversation highlights how undervalued assets present long-term investment opportunities. Thank you, Wasif, for stopping by the podcast! Please connect with Wasif on his LinkedIn HERE: https://www.linkedin.com/in/wasiflatif/ Also, check out https://sarmayapartners.com/ Highlights of the Podcast 00:00 - Intro 01:20 - The Trump Effect & Energy Investment Landscape 02:43 - AI's Growing Demand for Natural Gas 03:42 - What Makes Sarmaya Partners Different? 07:35 - The Case for Commodities & Energy Investing 08:49 - Global Energy Consumption is Still Rising 10:43 - Bill Gates & BlackRock’s Shift on Natural Gas 13:10 - LNG’s Potential for Global Energy Security 14:50 - The Future of Energy Markets & Infrastructure 17:24 - Turley’s Law: More Renewables = More Fossil Fuels 20:07 - Sarmaya’s Thematic ETF ( LENS ) 22:26 - Key Investments: Uranium, Copper & Industrial Growth 23:36 - The Energy-Driven Commodity Supercycle 25:32 - The Market’s Mispricing of Energy Assets 27:44 - Closing Thoughts & How to Connect For the full transcript, check out the Energy News Beat Substack https://theenergynewsbeat.substack.com/