In this week's edition of The Motley Fool's energy-focused show Drilling for Value, energy analysts Joel South and Taylor Muckerman discuss several topics around natural gas with Motley Fool senior analyst Michael Olsen, CFA.

Who can benefit from a rise in natural gas prices? How about CSX (NASDAQ:CSX)? Here is a company that has made coal transportation a big part of its business. At current levels, utilities are indifferent to coal or natural gas use, but if prices rise much higher, the coal-to-gas switching that permeated 2012 could begin to reverse. This would be to CSX and its investors' benefit. There are a few other reasons CSX might be hoping for a price increase, and our analysts cover them in the following video.


Joel South owns shares of Ford. Michael Olsen, CFA, and Taylor Muckerman have no position in any stocks mentioned. The Motley Fool recommends Clean Energy Fuels, Cummins, Ford, and Westport Innovations and owns shares of Cummins, Ford, General Electric Company, and Westport Innovations. Try any of our Foolish newsletter services free for 30 days. We Fools don't 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.