"Cabot Oil & Gas Stock Is Soaring While the S&P 500 Tanks. Here’s Why" (COG)

Ha!
From Barron's, March 9, 2020 11:48 am E:

Cabot Oil & Gas is the top stock in the S&P 500 during Monday’s market rout as investors anticipate that the sharp drop in crude oil prices will reduce the U.S. supply of natural gas and lift depressed gas prices.

Cabot shares (ticker: COG) were up $1.68, or 10%, to $18.08 in recent trading. Cabot is one of the largest and lowest-cost U.S. producers of gas in the prolific Marcellus region of Pennsylvania. Cabot also has one of the best balance sheets in the group with debt of about $1 billion and a debt-to-cash-flow...MORE

See also the intro to yesterday's "Assume Crash Positions: Goldman Cuts Brent Price Target To $30 'With Possible Dips Near $20'":

The second point is a bit of a corollary of the first.
As Texas and North Dakota become less economical, the bankers who at the moment are allowing the E&P's to produce flat out to make interest payments will come to the realization the producers are burning through the collateral underlying the whole edifice of the shale biz.
Which means at some point less production of oil, which means less "associated" natural gas being brought up, which means less pressure on the gas-focused producers. Too late for CHK but not for some of the less leveraged companies.....

Ha!