Has anyone been watching natural gas futures? They are at multi-year highs and looking strong. Gas is going to be an important intermediate energy source in the move from fossil fuels to renewables. I actually like IVZ more the fact that it is gas rather than oil. If it proves to be there and conventionally extractable as expected then this will be a globally significant discovery.
Government being onside early in the peace hopefully reduces sovereign risk. They still stand to make a motza if this is a goer.
General Chat, page-92
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