Yes I know this is off middle east geopolitics; however, I see sxy as a gas play, not an oil play, oil isn't where it's going to be at long-term (IMHO)...even if they are tightly intertwined at the moment.
This little opinion piece makes an interesting read on the state of us gas supply and demand looking forward.
Noting I think the US just started their first exports.
http://www.artberman.com/natural-gas-price-increase-inevitable-in-2016/
I'm hoping that the next report from sxy shows good progress further the glng deal.
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