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

The EPA and big energy stalwarts have come together to produce a new set of guidelines for the fracking industry. While the guidelines won't officially take effect until 2015, Jason tells Jim about two companies in particular that stand to do well regardless as the fracking continues.

As oil prices climb, investors can find opportunities to ride the wave of surging profits for energy companies. Take a look at the top oil stocks recommended by Motley Fool analysts in a recent special free report: "3 Stocks for $100 Oil." The report won't be available forever, so we invite you to enjoy a free copy today. You can access it by clicking here. Fool on!