CLNE down after earnings. They buildout the Nat Gas stations. XOM with large Nat Gas assets has been very quiet on this front but has much to gain.
Both these companies continue to grow. XOM on higher Oil prices and CLNE on another deal and buildout of Nat Gas stations. At some point XOM will dive in to the Nat Gas fray as the spread will make it a business necessity.
Most big players are focusing on Nat Gas a whole lot more. Highway is becoming reality and others are testing the waters. XOM needs to be more active.
OIL@98 Longest period in quite some time with price over 90$. Move to Nat Gas will accelerate as this spread continues or widens! CLNE and 18 wheelers will drive the move!
Nat Gas Hwy is operational. Looking for XOM to embrace this option early in 2013. Higher Oil prices begin 2013 and spread between Nat Gas and Oil widen!
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