"We believe today’s North American natural gas market resembles that uranium market: despite widespread investor pessimism, it too is about to slip into “structural deficit”. Careful research and a differentiated outlook may reward the enterprising natural gas investor just as large profits accrued to the uranium investor back in 2018. "
https://blog.gorozen.com/blog/is-gas-the-new-uranium
Fraser, it may be time to BTFD...