Posts  / CLNE  / #POST-244833
REDDIT

Restating my case for CLNE as a great option in this market under $2/share

W
Aug 4, 2026 · 15:11

CLNE runs the largest independent CNG network in the country, and truckers are starting to see the writing on the wall with regards to diesel prices.

Many people might suggest this will push them toward battery operated trucks, but those are only reasonable right now for short hauls. What about the long haul trucking sector, where time to refuel and actual charging infrastructure arent up to snuff yet?

CLNE and the advancement of the Cummins X15N engine make the answer clear: You spend upfront costs right now to convert your trucks to run on CNG, and cut your fuel costs in half, minimum.

CLNE also sources the majority of their CNG from their own dairy digester network, meaning it is renewable fuel \[ostensibly\] and allows for collection of 45z credits.

Conversions will only increase the longer this war drags on. I recommend getting in now before earnings this week.