Who stands to win, and who stands to lose, in the natural gas markets over the next few years?

It depends on the scenario, but for the sake of brevity, let's assume a likely set of circumstances that will manifest as a long-term, low-to-mid-price natural gas price regime. Winners will be producers who can secure advantaged acreage and execute the 'drilling factory' approach to unconventional gas development. Additionally, this vast reserve has been unlocked through new technologies such as horizontal drilling, hydraulic fracturing, and microseismic monitoring. Advantaged technology providers such as MicroSeismic Inc. and others will succeed as they allow producers to lower their costs and recover more of their reserves.

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