RE:RE:Run Up is Commodity Price Driven -OilI follow EQT EXE RRC AR and CRK. 2025 will be a good year for US natural gas. Why? Because IMO the big dry gas producers won't raise new production (ending curtailments is old production, no capex involved) until spot/strip is higher. $3.25 HH strip doesn't cut it.
I also follow Total the French major, big LNG biz which is basically buy low HH and sell high LNG based on long term Brent oil based contracts (they foresee LNG will be in oversupply situation starting from 2027).