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I’m certain the industry is getting significant tailwinds given the macro economics just curious if anyone has any interesting plays. My favorite is Opal Fuels Background on CNG/RNG for transportation, 18-wheeler fleets are hard to electrify because of the downtime for charging, lack of power/torque, and lack of grid energy infrastructure, so many fleets are going to CNG/RNG. It’s the same fuel used in trash trucks, burns clean, half the price of diesel, comparable power… it’s a industry that is …
— ORIGINAL POST ·
What are your favorite RNG/Biofuel plays given the crazy diesel prices?
· r/investing
· Mar 6, 2026