Recent developments on European natural gas policy hint at overconfidence and complacency by policymakers in our view. Meanwhile, we see US gas prices at near floor and believe that this is the year Canadian gas prices finally take off. On equities, we like Canadian natural gas plays Birchcliff and Peyto.
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Natural Gas – Supportive Dynamics
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Recent developments on European natural gas policy hint at overconfidence and complacency by policymakers in our view. Meanwhile, we see US gas prices at near floor and believe that this is the year Canadian gas prices finally take off. On equities, we like Canadian natural gas plays Birchcliff and Peyto.