The increase in U.S. energy production means one stock is poised for growth, Jay Bowen of Bowen, Hanes & Co. said Tuesday.
"We've gone in this country from a standing start to now, annually, transporting 300,000 tank cars a year by rail," he said. "I think that trend's going to continue."
On CNBC's "Fast Money," Bowen said that rail car manufacturer Greenbrier would benefit, as well as suppliers to energy services companies.
Bowen also cast Caterpillar and BHP Billiton as plays linked to improvement in China's economy.
"You want to buy these companies, particularly the miners, in the teeth of global slowdown, when they're streamlining and downsizing and relentlessly cutting costs, getting ready for the next upcycle," he said. "That's what BHP has been doing."