能源行业：紧跟趋势- 回顾与展望-Energy Sector_ Staying Current_ Looking Back; Looking Forward

USA | Energy Equity Research Staying Current: Looking Back; Looking Forward What's moving? In a few charts within we summarize "best / worst" equity performance from different key points during the conflict. We also summarize Toby Rice's commentary around gas markets (LINK), published our view on "What the Mkt is Missing?" on LNG (LINK), and "2nd/ 3rd Derivative Impacts" (LINK). We also update CVE (below), spent time with George Dix -- global head of R&M at EA, and Jonathan Panikoff, former Deputy National ...