In this week's edition of The Motley Fool's energy-focused show Drilling for Value, energy analysts Joel South and Taylor Muckerman discuss several topics around natural gas with Motley Fool senior analyst Michael Olsen, CFA.
Who can benefit from a rise in natural gas prices? How about CSX (CSX 0.53%)? Here is a company that has made coal transportation a big part of its business. At current levels, utilities are indifferent to coal or natural gas use, but if prices rise much higher, the coal-to-gas switching that permeated 2012 could begin to reverse. This would be to CSX and its investors' benefit. There are a few other reasons CSX might be hoping for a price increase, and our analysts cover them in the following video.