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No. of Recommendations: 2
gas consumption will revert to normal.

Energy use in general?

If the play is a return to increased usage (volume), I would consider looking at closed end funds that hold MLPs. Not a bad way to own MLPs and CEFs will often trade at discounts to NAV. They are also often modestly levered. So a sector return to value can be exploited well in a CEF.

For example (random), MIE, Cohen & Steers MLP Income and Energy Opportunity Fund, has been hammered this year (-70% YTD). It is levered at just over 30%. Historically it trades at about 8-9% discount to NAV, but is now at a > 20% discount. I'd watch items that could be problematic for the leverage (as happened in 2007 in the CEF space), but otherwise consider dipping into the space.
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