The following video is part of this week's MarketFoolery podcast, in which host Chris Hill, along with Jason Moser and Charly Travers, discuss the latest business news. Natural gas prices fell again this week and hit a 10-year low. Is overproduction or the mild winter to blame? With companies as diverse as Chesapeake Energy and Cummins in the natural gas industry, what's the opportunity for investors? In this segment, the guys analyze the options and identify two companies they believe are well positioned to benefit.