Transcript
Introduction
Matt
This is Matt Reustle, and today, we are going into the land of oil and gas to break down CNX. The history of CNX dates back over 150 years. The company's evolution has been very similar to the U.S.' evolution when it comes to energy production.
Our guest today is James Wilson, manager of the Huginn Fund at Phoenix Asset Management. We cover the CNX backstory and how they took their coal roots to build this massive natural gas business. And we discuss what differentiates CNX and its management team and its operational strategy relative to E&P peers. So please enjoy this breakdown of CNX.
History of CNX and Other E&P Businesses
Matt
All right, James, excited to have you here, and I am excited to break down a commodity name. It's not one that we often cover on Breakdowns, let alone in the fossil fuel space. And I was thinking about where to start with this business. And I think we could just do a short introduction on CNX, then we can get into some of the macro of the commodity itself, and then we can dive into what makes CNX different. And I know you've done a lot of research on this. So excited to get to that point.