Clean Energy Fuels Corp (CLNE), Royal Dutch Shell plc (ADR) (RDS.A): Natural Gas’ Secret Weapon

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America’s Natural Gas Highway (ANGH) and first mover advantage
Clean Energy Fuels Corp (NASDAQ:CLNE) has invested heavily in making this cost benefit usable for the trucking industry, with nearly 80 of its more than 150 planned ANGH stations built and ready to open, through its partnership with privately held Pilot Flying J.  Pilot Flying J operates more than 600 truck and rest stops in North America, and this build out puts Clean Energy Fuels and Pilot Flying J well in front of the competition.

It wasn’t until this past April that any of the major oil companies even made a move to invest in natural gas for trucking, with Royal Dutch Shell plc (ADR) (NYSE:RDS.A) and TravelCenters of America LLC (NYSEAMEX:TA) announcing plans to open “up to 100” LNG stations at existing TA and Petro locations. By the time of the announcement, Clean Energy Fuels Corp (NASDAQ:CLNE) had already completed more than 70 stations.

Final thoughts
If Royal Dutch Shell plc (ADR) (NYSE:RDS.A) and TravelCenters of America LLC (NYSEAMEX:TA) choose to delay expansion into LNG, it’s back to the “chicken or the egg” problem. However, Clean Energy Fuels Corp (NASDAQ:CLNE) has invested in the future. If you’re looking to grab a winner in the natural gas game, Clean Energy Fuels is the way to go.

The article Natural Gas Versus Diesel: the Truth About Fuel Prices originally appeared on Fool.com.

Jason Hall owns shares of Clean Energy Fuels. The Motley Fool recommends Clean Energy Fuels. 

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