Author argues natural gas E&P companies benefit from both short-term geopolitical energy spikes and long-term supply tightening caused by lower oil prices reducing associated gas output.
EXE — LONG Author argues Venezuelan geopolitical uncertainty lifts all energy prices near term, while huge Venezuelan reserves could lower oil prices in 2–4 years, reducing US shale drilling and associated natural gas supply. He names EXE as a US natural gas E&P company positioned to benefit from both effects.
Natural gas E&P companies benefit in both the short term and long term.
EQT — LONG Author argues Venezuelan geopolitical uncertainty lifts all energy prices near term, while huge Venezuelan reserves could lower oil prices in 2–4 years, reducing US shale drilling and associated natural gas supply. He names EQT as a US natural gas E&P company positioned to benefit from both effects.
Natural gas E&P companies benefit in both the short term and long term.
RRC — LONG Author argues Venezuelan geopolitical uncertainty lifts all energy prices near term, while huge Venezuelan reserves could lower oil prices in 2–4 years, reducing US shale drilling and associated natural gas supply. He names RRC as a US natural gas E&P company positioned to benefit from both effects.
Natural gas E&P companies benefit in both the short term and long term.
VET — LONG Author argues Venezuelan geopolitical uncertainty lifts all energy prices near term, while huge Venezuelan reserves could lower oil prices in 2–4 years, reducing US shale drilling and associated natural gas supply. He names VET as a Canadian natural gas E&P company positioned to benefit from both effects.
Natural gas E&P companies benefit in both the short term and long term.
TOU.TO — LONG Author argues Venezuelan geopolitical uncertainty lifts all energy prices near term, while huge Venezuelan reserves could lower oil prices in 2–4 years, reducing US shale drilling and associated natural gas supply. He names TOU.TO as a Canadian natural gas E&P company positioned to benefit from both effects.
Natural gas E&P companies benefit in both the short term and long term.