The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and advisor David Meier discuss topics across the investing world.

In a recent interview, energy author Raymond Learsy made the case for natural gas being incredibly important for our energy future. Learsy sees natural gas replacing coal in power generation given its price, power density, and emissions. He also sees natural gas displacing gasoline over time, which is great news for companies like Westport Innovations and Fuel Systems Solutions. Although the antics of Chesapeake Energy CEO Aubrey McClendon are casting a shadow on the industry, there’s no doubt that natural gas is the fuel of the future. John and David like Devon Energy and ExxonMobil as ways to play this long-term trend. Not only do they have great properties, but they also have strong balance sheets and solid management teams.

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David Meier has no positions in the stocks mentioned above. John Reeves has no positions in the stocks mentioned above. The Motley Fool owns shares of Devon Energy, Westport Innovations, and ExxonMobil and has the following options: long JAN 2013 $16.00 calls on Chesapeake Energy, long JAN 2013 $25.00 calls on Chesapeake Energy, long JAN 2014 $20.00 calls on Chesapeake Energy, and long JAN 2014 $30.00 calls on Chesapeake Energy. Motley Fool newsletter services recommend 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.