CNX Resources: Inventory Controversy Bullish For Natural Gas

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About: CNX Resources Corporation (CNX), Includes: COG, CVX, EQT, UNG
by: Josh Young
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Josh Young
Energy, Value, Special Situations, investment analyst
Bison Interests
Summary

A report questioning CNX's drilling inventory was published recently.

Inventory issues have been pervasive across the Marcellus and other shale plays.

Rapidly dwindling inventory is bullish for natural gas.

A presentation questioning CNX Resources' (CNX) inventory was published recently and disseminated on twitter, titled "CNX Inventory Analysis: The Emperor Has No Clothes". The report provides an unusually in-depth analysis