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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: surfbaron who wrote (654)	9/12/2000 4:05:05 PM
From: Clappy	Read Replies (2) of 65232

Surfer Dude, Thanks for your input. It's appreciated. Pull up a soap box and tell us more about RTK and the GTL fuel process. What types of gas are they converting to liquid fuel. Natural gas? Methane? Propane? Does the cost of processing plus the cost of the gas equal a sum that is far greater than a lowball crude price? In otherwords, I'm concerned that eventually OPEC will wait until they see this threat of competition and then turn around and boost production. Theoretically they could drop the cost of oil as far as they need to drive alternate fuel producers out of business. Besides the fuel cell sector, I've been looking at companies who enhance the power grid. They should benefit from rising fuel costs and also from the rising demand of clean power to feed the internet infrastructure. IRF, CREE, Capstone Turbine, and others... In your opinion does RTK patents cover all the various processes of GTL fuel? Are they the leaders in this field? Are any of the big chemical companies working on this or investors of GTL? -Clappy

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