The US needs jobs.... the US has the richest reserves of energy.. and the technology to transform coal into a liquid, NG into a liquid... rising energy costs in other parts of the world will equlize when the transports begin ramping up... markets anticipate and price into stock. Umm... and everything you said.... The importance of this commodity is a no brainer and demand and prices are swiftly moving one way. Base building has been going on for a while now and large spikes on a 24% short position are imminent. No brainer to be long on this stock at this stage.