re: Best Stocks to Play the Natural Gas Market?

I think natural gas comes back in 2-3 years once a lot of the indebted drillers die. Call me crazy compared to Wall Street (who still hasn’t sufficiently withdrawn capital) but they have to be forced out of the market if they can’t make money. Maybe 20 % of the shale oil and gas drillers will be alive to reap the rewards and I wouldn’t put a penny in a single one until the market turns. May just be mainly majors left with any scale at that point anyways. The Permian will finally plateau once the uneconomic drilling ceases and the market can re balance.