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Strategies & Market Trends : John Pitera's Market Laboratory
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To: robert b furman who wrote (14053)4/24/2013 12:22:34 PM
From: Hawkmoon1 Recommendation  Read Replies (1) of 33421
 
Manufacturers are designing CNG big diesel rigs.

Well.. they won't be "diesel".. but I understand what you're trying to say..

And it's true.. During my travels in Thailand, it was not uncommon to see cement trucks with a rack of 8-10 CNG tanks.. And all the taxis in Bangkok seemed to run on CNG.. It's that much cheaper for them..

I have one CNG play that I think is (finally) a sure winner in this market. The primary problem with CNG are the weight, and capacity of their storage tanks.. Additionally, there's the question of safety.

Much maligned (and deservedly so over the past few years) Quantum Fuel Systems (QTWW) has a carbon fiber fuel tank that was originally designed for hydrogen/fuel cell markets.. They designed these tanks to be capable of holding 10,000 psi.. and still remain bullet proof up to .30 cal ball ammunition.

The promise of hydrogen has not yet been born out.... but gases are gases (within reason).. and they all are stored in the same manner..

So QTWW (finally) has decided to focus primarily on this marketplace and they are seeing a tremendous increase in orders for their tanks, which are 70% lighter than other storage options.

I'm a big believer in CNG.. especially in a "balloon goes up" (war) environment where gasoline/diesel will be needed for national defense purposes. And I think QTWW, has finally gotten rid of rotten management, and is making the right decisions.

Still speculative at this point, so risk capital only.. But I like what I'm seeing.. (finally)...

(Edit: While I don't currently own it, I also like Capstone Turbine (CPST) as a NG alternative energy play..)

Hawk
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