Long Quality, Short High Gas Beta

With natural gas prices near decade-highs, which equities are best positioned to outperform peers or return cash to investors? Our report will identify equity dislocations for gas E&Ps by incorporating our views of inventory depth and quality, well productivity, capital efficiency and capital allocation into our estimates of NAV. 

To learn more about our deep-dive analysis on incremental activity, valuations and implications for corporate behavior, check out our latest report.