The U.S. natural gas industry served up $111 billion in total revenues for 2010--and some leading analytical firms says that’s peanuts compared to what natural gas providers will be making in the coming years. What’s driving industry growth, and what players are benefiting most?

Fresh data on natural gas comes at a precipitous time. Last week, ExxonMobil (Stock Quote: XOM) chief executive Rex W. Tillerson testified in front of a key Congressional budget panel, adamantly defending $21 billion in U.S. tax breaks for the oil and gas industry that Democrats ...