Cramer: The Nat Gas Revolution Begins

When we look at the tipping point as to what caused U.S. trucking companies to switch from diesel to liquefied natural gas en masse, it will be an odd one. Indeed, it will be when the oil bottleneck in Cushing, Okla., was eliminated and West Texas Intermediate rose to the world crude price, instead of the world crude price coming down. That, combined with the mass production of the 12-liter Cummins (CMI) truck engine, will have made LNG too cheap not to switch to it.

That's what Sam Thomas, the CEO of Chart Industries (GTLS) -- which is at the heart of the natural gas revolution -- told me when we chatted Tuesday night. Those two events simply made the whole deal too economic to not do. That price differential eliminated any hope, in the minds of the big shippers, that diesel would come down enough to render it reasonable to stick to it vs. a fuel half its price. Truckers, after all, would now be relying on Cummins to produce the engine that burns it. Reliability and inexpensive fuel made a value proposition come true, and without any government monkeying around the subsidies needed....175 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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