Southwestern Energy SWN

Southwestern Energy peaked at about $9.32 in May of 2022, and currently it sits around $5.10. Why this company right now? Well, think of the geopolitical backdrop. There's massive reserves around the world of say copper and all kinds of commodities that are under political stress. So we think that these companies, these major oil majors are going to start to look at US assets and make acquisitions in that realm.