This segment is from Tuesday's edition of 'Digging for Value', in which sector analysts Joel South and Taylor Muckerman discuss energy & materials news with host Alison Southwick. The twice-weekly show can be viewed on Tuesdays & Thursdays. It can also be found on Twitter, along with our extended coverage of the energy & materials sectors @TMFEnergy.

The dreaded "Polar Vortex" brought frigid temperatures throughout the United States. As a result, natural gas prices spiked. However, these weather-related blips are generally short-term in nature. In our analysts' minds, investors -- not traders -- should pay little attention to weather's affect on pricing. Instead pay attention to long-term demand trends, especially from the chemical sector with companies like Dow Chemical (NYSE:DOW), LyondellBasell (NYSE:LYB) and Valero Energy (NYSE:VLO) sporting plans to spend several billion dollars on facilities that will use natural gas as a feedstock. More analysis can be found in the short clip below.

This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.