What's Moving: NatGas Transportation Stocks Pop in Advance of President's Energy Speech (CLNE; FSYS; WPRT)

Advance word on the President's speech has him conflating liquid energy (gasoline) with electricity.
And trying a new angle, energy security, while dropping any mention of global warming.
Here's theStreet.com with one beneficiary, don't chase the stocks:

Stocks in the natural gas vehicles space surged Wednesday with word that President Obama's plan to reduce U.S. reliance on foreign oil by one-third by 2025 will include support for natural gas vehicles.
Natural gas engine maker Westport Innovations(WPRT_) rose by 8% in early trading.

Natural gas transportation infrastructure play Clean Energy Fuels(CLNE_) rose by 6% and had already surpassed its average daily volume of trading within a half hour of the market open. 

Fuel Systems Solutions(FSYS_) was up close to 6% in early trading on Tuesday....MORE

I'll probably be posting something on the similarities and differences between 'messaging' and manipulation.
In the meantime here's the White House's "Fact Sheet: America's Energy Security".