This is the fourth entry in my deep dives sponsored by Tegus series. The goal of these are simple: every month, Tegus is going to give me a few expert interviews and I’m going to use those to dive into an investing topic. Some months, it could just be a dive into a specific company; other months, it might be a dive into an industry. You can find the
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Great topic choice, Andrew!
Nat gas is the energy vertical I was able to get the most comfortable with as well, having initially done work on the LNG shippers ~2yrs ago. Seeing what that meant for the U.S / Asia Nat gas arbitrage guided me to the U.S regionals.
Happen to like CHK