Clean Energy (CLNE)

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CLNE doesn't produce NG. It compresses, transports and sells it.

When the price of NG goes up it doesn't have a direct effect on CLNE's business other than to dampen demand for NG.

Also, NG is often a by product of oil production. So if production is cut there will be somewhat less NG to go around as well, which could raise the price to some small extent.

But for the most part, the rise in price of NG that CLNE pays can and will be passed on to the consumer which means CLNE's bottom line remains basically the same.