It's funny what one thinks about when packing for a trip (especially when that packing is taking place in a mad dash frenzy). Your humble editorial director has jet fuel on his mind as he prepares to scoot across the friendly skies once again -- or rather, the price of jet fuel to be more specific. How much longer can the airlines afford to lose money with nearly every mile they fly?

There's no doubt America has an energy problem... or maybe you could call it a fossil fuel problem. All the fuels we've relied on since time immemorial are skyrocketing in price. (Dinosaur bones just don't take the old gas tank as far as they used to -- as we personally discovered yesterday filling up at $4 a gallon here in NV.)

The least harmful and most clean-burning fossil fuel, natural gas, is shooting up in price, too. The North American continent (both the U.S. and Canada) has been "running to stand still" for a long time now in terms of natural gas production. The rate at which new wells are coming on line is barely keeping pace with the depletion of old wells. And nor does it help that nuclear plants are looking a lot more expensive than first realized, or that natural gas and water are required in huge quantities to unlock the black treasure of Canada's oil sands.

As a result of these and other factors, the time has finally come for the liquid natural gas (LNG) market. The world desperately needs to be able to ferry natgas from one continent to another -- like crude oil -- and LNG technology is the way to do it. BreakAway Investor editor Andrew Mickey is right on top of this trend. Take a look.