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.