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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: megazoo who wrote (5167)	9/17/2000 2:05:11 PM
From: Zeev Hed	Respond to of 30051

As far as I know, fuel cells still need "fuel" to operate, either natural gas or hydrogen (and in some designs I have seen "renewable alcohol"). All of these still require hydrocarbon as their source of fuels, so I do not see these as a "hiding places" (particularly with their current lofty valuations). Whether the hydrocarbons are converted to electricity and then used to produce hydrogen from water, or whether the hydrogen is generated from cracking hydrocarbons. Ballard is not in the "renewable alcohol" fuel cell business, the only sector which would be immune to high crude prices. By the way, I doubt that we will indeed see crude at $50 as many forecast, for any length of time. Above about $25 to $30 a barrel, huge oil shale deposits in Canada are becoming quite competitive as sources of hydrocarbons, and Opec would hate to see these resources opened up anytime soon. They know which side of their bread slice is buttered (g). Zeev irrevolute.iuma.com