The following video is part of our "Motley Fool Conversations" series, in which industrials editor/analyst Isaac Pino discusses topics around the investing world.

In today's edition, Isaac discusses the implications of a recent report by the International Energy Agency, which laid out a scenario where natural gas consumption could rise by more than 50% over the next 25 years. The IEA deemed this new energy era the "Golden Age of Natural Gas." In Isaac's opinion, however, there were three interesting takeaways from the report: 

  1. Vast untapped resources in the U.S. and China could allow for production levels to be sustained for more than 250 years.
  2. "Fracking" can take place with a near-zero impact on the environment with only a 7% increase in costs.
  3. Despite its attractiveness as a cheap, cleaner fuel, natural gas is not going to solve climate change and could lead to the replacement of investments in many alternative-energy sources. 

For investors, all roads point to greater adoption of the fuel as a replacement for petroleum-based products, and Isaac highlights the winners in the following video.

While this report is sure to generate buzz in the industry, another recent development indicates that the price of oil production will keep the price of a barrel near $100 for quite some time. Investors looking for a way to invest in a future of higher energy prices can uncover our favorite picks in the following special 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!

This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.