Just be careful loading up on the way down. I have no idea where your pulling this "gas shortage" from but there is no such thing in QLD. I work for a competitor and we are able to supply WHATEVER is required locally and only IF they NEED it which is not all the time, with the excess being shipped out of the country. If anything, SXY has the potential to be muscled out from being restricted to producing for local only.
Don't get me wrong, I believe SXY is still a good buy at these levels but it's not as clear cut as your saying.
