It's time to think about gas. Not the kind of gas you put in your car, but the kind you heat your home with and big power plants use to generate electricity.

More and more, our economy needs natural gas. There is, however, less and less of the commodity available, which is why the price of natural gas futures is so high right now. Everyone is saying that it's going to be an expensive winter for those of us who have gas furnaces.

Sometimes, the hype is more than the reality, but, then again, very few things actually go down in price. It's looking like all our utility expenses are going to continue to go up.

With this in mind, there is one company that I find intriguing. I've mentioned it before. This is a Canadian-based company that is experiencing robust demand for its services. The company is called Calfrac Well Services Ltd., and the stock trades in Canadian dollars on the Toronto Stock Exchange under the symbol "CFW."

This company is in the business of helping natural gas exploration companies extract more natural gas from existing drill sites. Calfrac has operations throughout the province of Alberta and the Rocky Mountain region of the U.S., providing fracturing, coiled tubing, cementing, and well "stimulation" services. These services are all designed to increase the production of hydrocarbons from existing wells. Well fracturing is a process that is very much in demand by oil and gas companies, and Calfrac is a leader in using this kind of technology.

The fact that the company trades in Canadian dollars is a real bonus, because the outlook for that currency, relative to the U.S. dollar, is very bullish. In effect, the stock offers a natural gas play, an energy services play, and a Canadian dollar play all in one.

The company has a track record of success, is an innovator in its industry, and is well positioned to garner significant business from oil and gas exploration in North America. There's no need to say any more.