Liquefied natural gas or LNG is a hot topic these days. Whether the conversation is on the future of energy, exporting natural gas or meeting new power demand from Asia, you would be hard-pressed not to hear the word LNG mentioned. I guess that is why LNG was actually mentioned a whopping 66 times during Chevron's (NYSE:CVX) recent Q313 earnings call.
While investors continue to focus on names like Chevron, Royal Dutch Shell (NYSE:RDS-A), ExxonMobil (NYSE:XOM) and Cheniere Energy (NYSEMKT:LNG), the real alpha may actually come from the engineering technology to build new LNG terminals and make them more efficient. This has me excited about Fluor Corporation (NYSE:FLR), which is moving from mining to hydrocarbons and KBR, Inc, a company with a new CFO and new patent to reduce vaporization during the liquefaction process.
John Licata has no position in any stocks mentioned. The Motley Fool recommends Chevron. The Motley Fool owns shares of Fluor. 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.