On March 8th, which feels like 3 years ago now, I wrote that one of the big winners from the collapse in OPEC+ would be natural gas.  Admittedly, I didn’t think it would mean that by August, gas weighted E&Ps would see their equity prices rise like they have, nor did I think natural gas would revert to $2.35/mcf as fast as it has. But, here we are and it’s worth taking stock as to why. Oil weighted rig counts...