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

In today's edition, Brendan and Austin talk about natural gas and how it can become a game changer as a transport fuel. General Electric and Chesapeake recently announced that they will collaborate to make natural gas more available as a transport fuel. GE will provide over 250 natural gas compression stations, a significant amount considering that there are currently fewer than 400 in the U.S. Brendan talks about how this will affect these companies and others as they look to take advantage of cheap natural gas.

Austin Smith has no positions in the stocks mentioned above. Brendan Byrnes owns shares of Ford. 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.