This Is Not An Investment Blog ...

Update

May 26, 2014: Anup Singh on CLNE over at Seeking Alpha -- three reasons why CLNE is a buying opportunity.

Clean Energy has been building its fueling infrastructure and in-house capabilities over the past couple of years in anticipation of a 12-liter natural gas engine coming to the market, leading to an increase in demand. This decision has turned out to be right, as today, Clean Energy has 96 truck-friendly fueling stations open, which is four times of what its closest competitor has.

The release of the Cummins Westport 12-liter engine will act as a catalyst for the heavy-duty trucking industry, which will begin its transition to natural gas fueling. As stated by Seeking Alpha writer, Michael Fitzsimmons -- see linked article for the rest of the story.

This is a very interesting story: there seems to be a race between Tesla, electric vehicles, and electric charging stations across the United States, AND, CLNE, GE, Cummins, and natural gas trucking. It looks like CLNE and its team might be winning.

Original Post

 
... but the North American energy revolution is getting more and more fascinating.

The first thing I did this morning was to see how much Halcon fell back in profit taking. I was surprised. It held its gains yesterday and was actually (barely) in the green.

Then a reader mentioned that CLNE was moving: yes, it is. Up 12% on a day that the market opens lower. The other day someone much smarter than I suggested that "North American energy" will be the new darling of Wall Street, taking the place of biotech. Perhaps.

More on CLNE:

• earnings conference call
• revenue surges on higher volumes
• gallons delivered rose 24% and revenues rose 43%

More to follow. We're just getting started, folks. But remember, this is not an investment site; do not make any investment decisions based on what you read at this blog or what you think you may have read here.

The same reader noted that GE is getting more and more like Berkshire Hathaway: investing in (or outright buying of) companies in diverse sectors. In this article, GE is buying a company that combines high tech (cyber-security) with the mundane world of refining and electrical grids. Actually, when I saw the note, I thought the reader was talking more about what GE and Berkshire Hathaway both seem to have in common: adding more and more to their energy portfolios. Berkshire Hathaway recently changed the name of its MidAmerican Energy Holdings Company to Berkshire Hathaway Energy, a holding company that is 89.8% owned by Berkshire Hathaway. Berkshire has owned a controlling stake since 1999.