Would be users of nat gas are waking up to the cost advantage. Its taking time but nat gas is making its way into a transportation fuel. no doubt i has replaced some of the coal used to make electricity and we get better air quality as a result. Consider the air quality challenges China faces and while they like cheap dirty coal they will have no choice but to use more nat gas and uranium to combat air pollution.
Would not be surprised to see just about every vehicle in China as a nat gas powered, at least in the major cities. oil is not only too costly but too valuable to waste as a fuel if we dont have to. At some point in time society is going to realize oil is too valuable to burn as fuel and should be conserved for more value added complex chemicals synthesis.
bottom line some time in 2013 would be a good time to get more into nat gas of course just prior to the herd, to capture the first leg up. I must say dividend paying nat gas investments seem a little more conservative and prudent thus far. perhaps late 2013 ung makes more sense. jmho