The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and advisor David Meier discuss topics across the investing world.

Two of the biggest names in energy are betting that natural gas prices will go up eventually. The two companies are Royal Dutch Shell and ExxonMobil. David finds this intriguing, but still feels that natural gas may fall further before it turns around. That's why he thinks Westport Innovations is a great way to play natural gas right now.

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