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    Every now and then, I run across a statistic or a fact that makes me feel really stupid. I kick myself and ask: "Why didn’t I already know that?"

    What got me is that my red Dodge Ram 1500 is technically classified as a "light truck." I was mortally offended. My pickup has a 5.7-liter HEMI V-8 and is as loud as the space shuttle and almost as fuel efficient. It doesn’t feel like a light truck. 

    But it is. 

    The thing that matters more than light trucks, though, are the larger semi trucks that roll down the highway. There are millions of them. They drive a huge amount of miles, and they get about five miles to the gallon. These rigs burn through billions of gallons of diesel a year. 

    Imagine if we could replace diesel with something else; that fuel would be a serious game changer. 

    If that fuel were cleaner than gasoline and diesel, then transportation emissions would drastically decrease. And if this new fuel were cheaper, the diesel dominos would begin to fall. Quickly.

    Now, hold on to your hats. Because the reality is, all of those various kinds of light and heavy trucks — and cars, too — can get the same energy out of a fuel that costs about half what diesel sells for.

    Let me explain.

    Natural gas is abundant, clean and, unlike oil, can be domestically sourced. In fact, there’s an entire ocean of natural gas in this country waiting to get tapped. 

    As most of you already know, natural gas production is on the rise because of an increase in oil production in the nation’s massive shale formations. 

    What you may not know is that natural gas has the ability to displace billions of gallons of diesel, not only on the road, but for heavy equipment like cranes and bulldozers and even tractors and combines on the farm.

    That’s all around the corner. And I’ve found a stock that is the strongest pure play on this trend.

    That stock is Westport Innovations Inc. (WPRT).

    This is an area that has several key tailwinds behind it: environmental, governmental and industry support. I think natural gas vehicles are the inevitable future. 

    Westport makes natural gas engines that are cost-competitive with diesel engines and have 80 percent of the parts in common.

    Vancouver-based Westport has a market cap of $1.5 billion, which is right in the sweet spot for the types of companies I like to recommend in Game-Changing Stocks, my bi-monthly stock advisory, which focuses on aggressive growth. 

    It’s growing its top line and not by a little. The orders for these vehicles are clearly fueling remarkable growth: In the past 12 months, it’s booked $371.48 million, according to Bloomberg, a 64 percent increase from the $226.5 million recorded in fiscal 2011. (And that figure was $100 million more than the year before, in 2010.) 

    That’s the type of growth Westport is seeing now. 

    Today, there aren’t all that many of these cars on the road in this country. So imagine what that revenue is going to do when consumers learn they can drive a car on fuel that costs drastically less than gas — or when truckers start buying big rigs that burn clean fuel that lets them sidestep ever-increasing diesel emissions rules. 

    Action to Take —> A number of factors have converged to form what looks a lot like the perfect storm for natural gas to become a substantial fuel source. Supply and pricing dynamics, industry support, continuing infrastructure development, strong political support and international opportunity — it’s all there. There’s simply too much to say on these points to fit into one article. 

    But let me be clear: None of this is theoretical. None of it is on a chalkboard. 

    It’s here. It’s happening.

    The trucking industry wants to use natural gas, the truck-stop operators are willing to sell it, and corporate America is only too glad to embrace the significant cost cuts natural gas will afford. 

    Natural gas also clearly has White House and Congressional support, and it is gaining serious traction abroad, especially in China. A prime candidate to invest in the space is clearly the pure play, Westport.

    [Note: Westport is just the tip of the iceberg. The abundance of natural gas in the United States will lead to the third industrial revolution. One analyst is predicting a stock could rise 1,566 percent. Another stock has already jumped more than 1,000 percent and is expected to keep going. To learn more about investing in the natural gas boom, click here.]

    Andy Obermueller

    This article was originally published on Jan. 25, 2013, at

    Andy Obermueller is the Chief Investment Strategist for Game-Changing Stocks. He spent ten years as a financial journalist, working for some of the nation's largest newspapers. At the business desk of The Star-Ledger, his market acumen helped guide the financial news read by more than a million people each day. After watching business from the outside for ten years, Obermueller got an inside look as a commercial lender with Wells Fargo's Business Banking Group, where he worked prior to joining StreetAuthority.

    | All posts from Andy Obermueller

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