Company: Clean Energy Fuels

Energy tycoon T. Boone Pickens has been proselytizing for some time now about what he thinks is a secret weapon to reduce America’s dependence on foreign oil: natural gas. Some businesses and investors have been listening.

To capitalize on the higher gas price, CNBC’s Jim Cramer says, oil and gas drilling companies are shifting away from natural gas and focusing more on oil. In turn, they are exploiting their reserves and increasing their outputs. The Lundberg Survey suggests the price of gas isn’t likely to fall anytime soon, so Cramer thinks these companies may enjoy increased profits for some time.