Global Demand for liquified natural gas is expected to double to 700m tonnes by 2040 as energy consumption, particularly in Asia, rises and the world shifts away from dirtier burning fuels. Royal Dutch Shell stated in FT

upstream producers $CNX $EQT $COG $RRC

it takes a perfect storm to hit Upstream producers this hard. Two mild winters in a row, increased production, Virus fears. The pendulum will swing back hard.