One major player just made a bold call on the energy markets. They're positioning for a world where natural gas hits $5, driven by two massive tailwinds: surging LNG exports and relentless AI power consumption.

The move? Snapping up premium Marcellus shale assets while offloading fringe Utica properties. It's not just about geography—it's about proximity. These newly acquired positions sit right where future liquefied natural gas terminals and data center clusters are expected to explode.

This isn't speculation. It's strategic repositioning for infrastructure that's already being planned. AI workloads aren't shrinking, and neither is global LNG demand. Whoever controls the pipes near the power-hungry facilities controls the upside.

Smart money is locking in exposure to the picks-and-shovels of the AI boom—and energy is ground zero.