Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Gold/Mining/Energy : Strictly: Drilling and oil-field services -- Ignore unavailable to you. Want to Upgrade?

To: Bradpalm1 who wrote (60188)	2/13/2000
From: Howard Williams	Respond to of 95453

Bradpalm1, re Rentech (RNTK) and Texaco Last Thursday, TX revealed plans to use F-T/GTL extensively with their gasifiers. Feedstocks will be refinery wastes, heavy oil, coal and petroleum coke. Hence it'll be RNTK's iron catalyst F-T since cobalt catalyst F-T doesn't like syngas from those feedstocks at all. TX's focus is to produce ultraclean F-T fuels. While those can fuel conventional diesels (and produce large emission reductions), they highlighted that those fuels will be aimed at the coming fuel cell arena where they intend to become an active player. I'd be ecstatic if TX used RNTK F-T at every TX gasifier like you stated, but I think it'll be more restricted. They'll likely use it in IGCC power plants as a load leveler so their gasifiers can run at full throttle 24 hrs/day. That still represents a huge market. According to Purvin & Gertz, about 65,000 megawatts of electrical power generation could be added to refineries in the next 10 years. That works out to about 300 plants, 200 megawatts each. An RNTK F-T load leveler could be about 5000 bpd on each such plant. They wouldn't run 24 hrs/day but the combined bpd could be "significant". I did a little preliminary number crunching on that and posted it on RNTK boards........ Message 12853351 Best wishes to all.