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Scotiabank refreshes view on U.S. gas sector with two upgrades, two downgrades

As previously reported yesterday afternoon, Scotiabank upgraded National Fuel (NFG) to Outperform from Sector Perform with a $68 price target and upgraded Range Resources (RRC) to Outperform from Sector Perform with a price target of $44, up from $38. Meanwhile, the firm downgraded EQT Corporation (EQT) to Sector Perform from Outperform with an unchanged price target of $52 and downgraded CNX Resources (CNX) to Underperform from Sector Perform with an unchanged price target of $22. The firm, which updated its financial and NAV estimates, including a full refresh of economic estimates, for its U.S. natural gas coverage group, also refreshed its U.S. natural gas supply and demand models through 2025. Following the changes, the firm calls out Southwestern Energy (SWN) and and Range Resources as its best ideas in the group.

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