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I don't see an "explosion in Nat Gas prices barring an unpredictable event.

Too much inventory now, too easily accessible.
That does not mean the short term (this year or next or the next) you couldn't see a spike due to lower production. But don't expect it to be a long term spike as those wells will be turned back on as fast as companies are turning on the oil spigot now.

Also, at some point (fairly soon) expect Russia and Europe to start exploiting their shale plays heavily too.

A good play would be primarily US based stocks that can produce both, infrastructure plays and well run companies in manufacturing industries based in the US that will benefit from lower energy costs...(Dow?).
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