Yes, there's a lot of noise around this whole subject (I daresay I contribute some of it!) but informed industry sources I speak to say the BIG PICTURE will not change or be fixed anytime soon by the day to day releases one hears. And there are fundamental reasons for this.
I am largely into gas stocks currently, because any company that assuredly has gas that is uncommitted will almost certainly be a target - today, or tomorrow.
Kip
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