The following video is part of our "Motley Fool Conversations" series, in which Stock Advisor analyst Jim Mueller and analyst Jason Moser discuss topics across the investing world.

Jim talks with Jason about the situation in the 1990s, when natural gas prices were as low as they are today. Independent power producers built lots of natural gas energy plants, only to see natural gas prices rise in the mid-2000s. With large supplies holding prices down today and many calling natural gas the saving grace of U.S. energy needs, Jim's concerned that history may rhyme and investors could be caught.

Jason Moser has no positions in the stocks mentioned above. Jim Mueller owns shares of Westport Innovations. The Motley Fool has no positions in the stocks mentioned above. Motley Fool newsletter services recommend Cummins 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.