Clean Energy Fuels (NASDAQ:CLNE) couldn't ask for a better client than UPS (NYSE:UPS). UPS has the nation's largest fleet of alternatively fueled vehicles and a transportation network ideally suited for natural gas fueling. So with Clean Energy Fuels inking a deal to be a bulk fuel supplier to UPS fleet fueling stations and an agreement to build three additional Clean Energy Fuels operated facilities in Texas, investors should be elated, right?

Tune into the video segment below to see what this deal means for Clean Energy Fuels in the grand scheme of things and how investors should look at companies like Clean Energy Fuels and Westport Innovations (NASDAQ:WPRT) that are trying to disrupt a well entrenched incumbent in an infrastructure-heavy industry.