XOP seems a good choice. To be a little more detailed Natural Gas seems to have a good volatile future. Would UNG be a possibility as well ?

Here is some insite why :-

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Breaking story.

Maran Gas, a Greek shipping entity, are about to place a huge order for 8 LNG tankers.

http://www.hellenicshippingnews.com/...option=com_con...

Eight is huge for a couple of reasons
1. That's about a $1.6B order
2. It involves two shipyards
3. Through late May 2011, 16 vessels had been ordered YTD.

FWIW, Maran Gas had switched 3 VLCC orders into LNG tanker orders earlier this year, and its existing
operational fleet consists of 5 LNG tankers and 2 LPG tankers

http://boards.fool.com/breaking-stor...-29339135.aspx
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Trev