I really like plays that are Oil and Nat Gas - I think Nat Gas is going to start moving as stockpiles get depleted and rig counts stay at historic lows. +/- 92 rigs running today from high of 1,600+ in 2008... It will take time to catch up as prices increase...
Top 5 US Nat Gas Producers
ExxonMobil Chesapeake Energy Anadarko Southwestern Energy Devon Energy
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