This segment is from Thursday's edition of 'Digging for Value', in which sector analysts Joel South and Taylor Muckerman discuss energy & materials news with host Alison Southwick. The twice-weekly show can be viewed on Tuesdays & Thursdays. It can also be found on Twitter, along with our extended coverage of the energy & materials sectors @TMFEnergy.

Natural gas and crude oil prices experienced different fates in the last quarter of 2013. On one side, natural gas prices started under $4 per million British thermal units, or mmBtu, and peaked near $4.50. To counter that, oil fell back to double digits, ending near $92 per barrel. With moves like these, producers are bound to have been affected. Analyst Taylor Muckerman is keeping his eye on CF Industries (NYSE:CF), Chesapeake Energy (NYSE:CHK) and Ultra Petroleum (NYSE:UPL) to tell the story. Find out more in the clip below.

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Joel South has no position in any stocks mentioned. Taylor Muckerman has no position in any stocks mentioned. The Motley Fool recommends Ultra Petroleum. The Motley Fool owns shares of CF Industries Holdings and has the following options: long January 2014 $30 calls on Ultra Petroleum, long January 2014 $40 calls on Ultra Petroleum, long January 2014 $50 calls on Ultra Petroleum, and long January 2016 $25 calls on Ultra Petroleum. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.