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Strategies & Market Trends : John Pitera's Market Laboratory
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To: John Pitera who wrote (14052)4/24/2013 8:46:00 AM
From: robert b furman3 Recommendations  Read Replies (3) of 33421
 
Hi John,

My partner is very big in HD trucks (about half of Texas with Volvo and Kenworth)

Manufacturers are designing CNG big diesel rigs.They will be proprietary designs, so the after market parts business will be their for generations - unlike legacy capabilities of buying Detroit Diesel, Cummins or Cat.Mack Truck has alawys been this way and parts supports fixed ops and overall total expense very well on Mack.
Infratstructure accross the country on major HD truck routs is already in play and will be big bucks of growth.

Nat gas has hurt coal and this conversion is already at play as well.

Biggest surprise was nat gas was a freebee while chasing nlg and oil via fracking.

Natural gas was first fracking target.

Drillers found natural gas was also very present when fracing for oil.The EPA rstricts how much gas can be flaired into the air.So much so that drilling for oil is being somewhat restricted unless the gas can be put into existing pipeline infrastructure.

Eagle Ford shale has this advantage - existing pipeline infrastructure for gas - therefore its development is faster and cheaper.

There is a case for microturbines as energy creation at drill sites, but have not seen it catch gear yet too pricey I guess.Maybe a lease op?

Good to hear from you

Bob
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