America’s natural gas production is America’s real superpower

• The Williams Companies ( WMB ) projects record EBITDA of $7.75B in 2025 with a five-year EPS CAGR of 14%, and guides adjusted EBITDA in the range of $8.05B to $8.35B for 2026 while implementing more than 7.1 Bcf/d of its pipeline projects portfolio for AI data center demand.

• The U.S. produces 40% more natural gas than domestic consumption and supplies a third of global LNG exports, cushioning domestic prices from geopolitical supply disruptions that have driven up global LNG markets, and Williams runs the Transco pipeline at the center of its infrastructure profits.

• An analyst named NVIDIA just named his top 10 AI stocks in 2010. Get it for free here.

Williams Companies (NYSE:WMB) CEO Chad Zamrin recently went on live TV and made a case to cut through the geopolitical noise surrounding energy markets. His reasoning is simple, backed by hard numbers, and understandable to anyone who follows the energy markets.

“Natural gas production in the United States is truly our nation’s superpower. We are the dominant global producer of natural gas.”

This is not marketing language. It’s an operational reality lions see every day in the pipelines that transport this oil across the country.

READ: The analyst named NVIDIA in 2010 Just naming his top 10 AI stocks

Here’s the basis of Zamrin’s argument: The United States produces about 110 billion cubic feet of natural gas per day but only consumes about 80 billion cubic feet per day domestically. This gap is not an accident. This means that the United States produces 40% more energy than it consumes, giving the country a construction export advantage that many countries can only envy.

Natural gas accounts for about a third of all energy used in the United States, and the country has become the world’s largest exporter of natural gas, providing a third of the world’s LNG supply.

This last figure is important right now. Global LNG markets are under severe pressure. The suspension of liquefied natural gas exports from Qatar has caused global gas prices to rise, and the geopolitical situation of the Strait of Hormuz closure has significantly limited global LNG supply. Yet domestic art hub prices tell a completely different story. After peaking at $7.72/MMBtu in January 2026, prices corrected to $3.62/MMBtu in February, compared to the recessionary $13/MMBtu in 2005 and 2008. U.S. manufacturers cater to domestic consumers in a way that no other country can replicate at scale.

The lion’s share is that output management keeps domestic prices tied even when global markets are in turmoil. Williams sits at the center of this infrastructure.

Williams owns Transco Pipeline, the largest natural gas pipeline in the country. The company projected a record adjusted EBITDA of $7.75 billion in 2025, with a five-year EBITDA CAGR of 9% and a five-year EPS CAGR of 14%. For 2026, management has guided for adjusted EBITDA of $8.05 billion to $8.35 billion with 7.1 Bcf/d of pipeline projects currently in execution and more than $7 billion of capital invested in its innovative power portfolio.

Building an AI data center adds another layer. Morgan Stanley recently raised its price target on Williams to $90, citing multiple expansion expectations from positive growth capex and EBITDA revisions, and noting that Williams is exploring the acquisition of natural gas production assets to offer a single-source energy solution for the digital infrastructure market.

The stock is up nearly 23% year-to-date. Analysts covering U.S. natural gas infrastructure have highlighted Williams as a major operator where it moves. Lions don’t just describe America’s energy superpower. He runs his back.

Wall Street is pouring billions into AI, but many investors are buying the wrong stocks. The analyst who first identified NVIDIA as a buyback in 2010 — before its 28,000% run — has identified just 10 new AI companies that he believes can deliver returns beyond that point. One dominates the $100 billion equipment market. Bill addresses the single biggest obstacle to maintaining AI data centers. The third segment is a net play in the optical network market that is quadrupling. Most investors haven’t heard of half of these names. Get a free list of all 10 stocks here.