These concise papers provide a detailed look at the factors that contribute to the investment decisions we make at Sionna.

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The Case for Natural Gas

July 2009

At first glance, the current situation in natural gas markets appears grim. Gas prices are down more than 70% from their peaks and are trading at seven year lows. Demand for natural gas is declining with the global slowdown, and new supply is increasing from both unconventional players and from LNG (liquefied natural gas). So why is Sionna bullish on natural gas?

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