Sector Plays

[excel]

Thanks Dilt. Great site.
Below is quite a good summary imo why this is a good sector to be in

“Producers are working hard to fulfill demand as they face the challenge of producing
natural gas from mature supply regions,” said R. Skip Horvath, President of NGSA.
Natural gas drilling rigs are up 45 percent in the U.S. from last year. According to the
government, in 2002, producers drilled less than 16,000 new wells. In 2003 the
government estimates that producers will drill 23,000 new natural gas wells.


“However, gas production is not likely to increase this year,” said Horvath. “The new
supplies we bring online will only offset natural declines.”
Although producers are working hard to increase production, they are limited by
government restrictions that prevent drilling for natural gas in some areas that contain
some of the largest potential resources left in the U.S. Severe access restrictions to
natural gas resources in the Gulf of Mexico and the Rocky Mountains are forcing
producers to expand their production into more technically challenging and higher cost
areas.
http://www.ngsa.org/docs/pressrelease/2003/CERA6_11_03.pdf