The following video is part of our "Motley Fool Conversations" series, in which consumer goods editor/analyst Austin Smith and industrials editor/analyst Isaac Pino discuss topics across the investing world.

In today's edition, Austin points out an interesting way to play the natural gas revolution. It's not a midstream play per say, but it's certainly related. U.S. Steel has been beaten down badly over the past 12 months. As a highly cyclical and leveraged company, though, when things turn around, they turn around fast.

This is great news for the company's tubular products. With its acquisitions of Lone Star and Stelco a few years ago, U.S. Steel's the best-positioned company to sell the necessary infrastructure for getting natural gas from A to B.

Austin Smith and Isaac Pino have no positions in the stocks mentioned above. The Motley Fool owns shares of Ford. Motley Fool newsletter services recommend Ford and Westport Innovations. 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.