Cheniere and NGT in the US.
Tourmaline, Arc, Advantage and Spartan Delta in Canada. Kelt more speculative. All four in first sentence I am looking at potential 50 to 100 percent returns over next 12-15 months. Most have low debt and cash flow is steadily increasing even with lower gas prices. Tourmaline is a great long term hold as it is a North American leader and will see even better results in 2024 when west coast LNG facilities start shipping liquified natural gas. Arc will benefit too. Spartan is a takeout candidate this year, in my humble opinion.
Gas is extremely cyclical. At lower prices the higher cost producers shut down their wells, which reduces supply and prices rise. Once prices rise significantly, high coat producers can start producing gas again, which increases supply and reduces prices. Weather plays a role too. In recent months, weather has been warmer than normal globally, and supplies rose. That will correct itself in medium term (6 to 12 months).