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.

According to a recent report, power generation plants used 40% more gas and 20% less coal in March. David thinks that is one more reason to be bullish on natural gas's future. He also thinks, however, that many energy and production companies like EXCO Resources and Encana carry significant risk. That's why he thinks that UNG may be the best way to play natural gas over the long term, despite all of the volatility.

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