The bell just rang on one of the nerdiest, most heated fights in energy: which gas-based fuel path takes over in the near-to-midterm? Trading opened less than a day ago, and the gloves came off fast.
Out in front is "Hydrogen from gas" with 27% consensus, carried by 6 holders. That's the futuristic pick: take gas and turn it into hydrogen. The crowd seems to like the shine of it, at least for now.
Close behind is the old heavyweight, "Natural gas expansion," at 26% consensus with 8 holders. Just keep drilling, keep piping, keep burning. Boring? Maybe. Out of the fight? Not even close.
Also in the ring: 2. Don't count the underdogs out this early. Opinion markets can flip on one big headline, and nobody here has landed a knockout yet.
So far 11 unique traders have put $66,209 behind their opinions on Morfi, where people back their views with real money. Our take, and it's only our opinion: hydrogen's lead looks more like a crush than a done deal, and the natural gas crowd will be loud about it.
Think the crowd has it wrong? Join the market on Morfi and pick your side before this clash heats up.