How do new seagoing engine regulations affect the LNG space? By leading to converting engines from diesel-powered to LNG-powered, of course. Two obvious beneficiaries are General Electric (GE -2.11%) and Caterpillar (CAT 0.07%), but the American consumer could also benefit from lower costs of moving goods around the world. Analysts Simon Erickson and Jim Mueller bat around some ideas in the following video.
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