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 (GE -3.19%), 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 (CLNE -0.89%). 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 (UPS 0.02%) and Waste Management (WM 0.97%), China could be the next logical area of growth.
