| | | I'm going to express an opinion here.. It's a hunch, and nothing more, but I think it follows a logical course.
We're seeing Iraq blowing up again, right in our face. ISIS just captured Mosul, and reportedly pillaged some $400 million in Iraqi Dinar.. It's certain that they need to quickly convert that into other currencies, or gold, PRIOR to actually destroying Iraq (assuming they are smart).. But it may not matter to them..
What does matter is that we're on the verge of a MAJOR Mid-East war.. Iraq is not Syria. Iraq has huge oil reserves.. some say more than Saudi Arabia. And that's a lot of economic clout to swing around and use to finance global terrorism and Jihad..
So here is the US, with growing oil reserves (thanks to Fracking) and a HUGE quantity of NG, none of which can be exported (oil by law.. NG by lack of available facilities).. And we're looking at a major long-term disruption in oil supplies, or at least prices..
So what will the US transportation industry be looking for? I have to believe it will be CNG conversions.
And that places QTWW, WPRT, and others, smack dab in the middle of a huge transition from oil based fuels to CNG (at least for the foreseeable future).
Hawk |
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