CONTRARIAN VIEWS ON NATURAL GAS

摘要

Hope and change are two words seldom associated with natural gas these days, other than that many privately held independents—and not a few public companies—hope the oversupplied natural gas situation changes soon. Positive change would do wonders for gas-weighted portfolios, even as public operators scramble to re-balance holdings to encompass a greater percentage of revenues from liquids. The consensus is that natural gas is going to remain a contrarian play for oil and gas operators for some time to come. It's a commodity that features a never-ending stream of eulogies from the industry's best and brightest.