It from the german site with the commodity tools: http://www.godmode-trader.de/nachricht/ETFSecurities-OElkatastrophe-veraendert-Energiesektor-nachhaltig-Brent-Crude-Oel-Uran,a2247072.html

I try and post the google translated txt:

Nico Popp
Wednesday, 07.28.2010, 15:39 clock
London (BoerseGo.de) - Apart from the estimated cost of 32.2 billion U.S. dollars, the oil disaster in the Gulf of Mexico further drastic effects on the entire energy sector, says the asset manager ETFSecurities. A study by the International Energy Agency (IEA) had shown that up to 2015 account for the offshore oil production, about half of global output could. If the U.S. could strengthen its policy in the field of oil drilling on the lake and emulate other countries, the consequences for the long-term oil prices are unlikely to be greater, says ETFSecurities.

For Daniel Wills, senior analyst at ETF Securities, the BP is not a disaster event that can be seen in isolation. "The oil spill is likely to impact on both the oil industry as well as renewable energies or nuclear power. The cost of the disaster costs will affect the entire industry and lead that many companies need to rethink their relation to their plans." But not only the oil price could rise because of higher costs long-term: The expected stricter rules on heating oil production, demand for alternative and nuclear energy sources in addition to, "the analyst expected.

Right now we see the oil-price go down because of higher inventory, but the price must go up like he writes and I could easely imagine that we will see a big increase in the use of NG. It takes time,yes, but it looks like we are in the right place/sector. And soon we will get updates/results:)