This segment is from Thursday's edition of 'Digging for Value', in which sector analysts Joel South and Taylor Muckerman discuss energy & materials news with host Alison Southwick. The twice-weekly show can be viewed on Tuesdays & Thursdays. It can also be found on Twitter, along with our extended coverage of the energy & materials sectors @TMFEnergy.

For General Electric (NYSE: GE), the time for natural gas demand to grow on a global scale is now. Over the next 12 years, the company expects global demand to increase by 36%. One way energy analyst Taylor Muckerman thinks investors can get involved in the international growth is with Clean Energy Fuels (NASDAQ: CLNE). The company and its subsidiaries have already inked a few deals in China, and there doesn't appear to be any reason why this won't continue. After early success in the U.S. with companies like United Parcel Service (NYSE: UPS) and Waste Management (NYSE: WM), China could be the next logical area of growth.

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Follow Taylor on Twitter @t_Muckerman.

Joel South has no position in any stocks mentioned. Taylor Muckerman has no position in any stocks mentioned. The Motley Fool recommends Clean Energy Fuels. The Motley Fool owns shares of General Electric Company. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.