Already collaborative research with Asian governments are under way to make the delievery more cost effective. NG is so cheap in US that it is cheaper to turn NG to other fuels. This won't last many years. This is a no brainer for long term investors,IMHO.
I also think the transportation sector is just getting warmed up to NG. CLNE built 70 fueling stations last year. They will build 150 this year. You can now get a new truck as small as an F-250 with a gas motor from the factory that will burn both dry and liquid gas. I used to follow Cummins Westport. I wonder if it's selling?
Supply got out ahead of demand. I think producers will let demand catch up before they start drilling much again.