Okay, I'm being a smartass here. We did that one months ago, and it was fascinating. I brief bits in my current brief today, because so many audiences (especially financial groups) are hungry on the subject.
Along those lines, see this good bit from John Bussey in the WSJ, along with this nice map.
Worth a read. The caption on the graphic says it all: combo of price, infrastructure and regulation - usual story on all energy. I will just tell you that, given my recent exposure in this field (i.e., more direct than a simulation), you'd be amazed at the ambition here and who that ambition is attracting.
Of course, you look at a chart like this and it's not hard to see why that would be true.