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To: Dennis Roth who wrote (178861)	6/5/2013 10:39:34 AM
From: dvdw©	Read Replies (1) \| Respond to of 206104

The Variable Time, Shapes Capital. 1. Hexagon plans to invest NOK 150 million in Lincoln The North American market for large, gas-powered vehicles continues to grow rapidly. The most important market driver is the low price of natural gas resulting from developments in the North American shale gas market. Hexagon Lincoln is now close to doubling its production capacity in order to meet this growth. During the second half of 2013, Lincoln's capacity will have doubled in relation to its capacity in 2012. 2. Hexagon Composites opens LPG cylinder plant in Russia

To: Dennis Roth who wrote (178861)	6/5/2013 11:42:33 AM
From: Dennis Roth	2 Recommendations Recommended By Ed Ajootian evestor Read Replies (1) \| Respond to of 206104

Natural Gas Vehicles May Provide Long Term Support For U.S. Natural Gas Prices Exploration & Production (Citi) 4 June 2013 ¦ 12 pages ir.citi.com The Growing Use Of Natural Gas As A Transportation Fuel May Ultimately Provide Upside For Natural Gas Leveraged E&Ps Global Demand For Natural Gas As Transportation Fuel Is Set To Grow... – As highlighted in Citi’s June 4th Citi GPS: ENERGY 2020: TRUCKS, TRAINS & AUTOMOBILES note, the shift from oil to natural gas is underway in the US, where the shale gas revolution is providing an economic incentive to make the switch. One of the outcomes of the U.S. shale revolution is a push to substitute natural gas for oil in the fuel transportation market. Currently natural gas (compressed “CNG” and liquefied “LNG”) has a low penetration rate in the domestic freight truck market, likely in the low single digits. However, by 2020, Citi expects this penetration to rise to ~25%. ...Which Is Ultimately Positive For The Natural Gas-Leveraged E&Ps – Any incremental natural gas demand as a result of increased natural gas substitution for oil in the fuel transportation market would ultimately tighten the North America natural gas supply/demand balance, yielding further upside to natural gas prices. As a result, this would positively impact the bottom line of the more natural gas-leveraged E&P companies in our coverage group including COG, CHK, ECA, RRC, SWN and *UPL* (see Figures 5 and 6).

To: Dennis Roth who wrote (178861)	6/5/2013 3:53:31 PM
From: t4texas	Read Replies (2) \| Respond to of 206104

that trucks and trains report is a long one, but i am reading it. thanks for posting. i will be very interested in the report's assumptions and projections. 25% ng vehicles by 2020 is a heck of a lot.

To: Dennis Roth who wrote (178861)	6/6/2013 10:40:15 AM
From: Dennis Roth	1 Recommendation Recommended By evestor Respond to of 206104

Truck company shows off natural-gas-fueled big rigs By Zain Shauk, Houston Chronicle Updated 8:15 pm, Wednesday, June 5, 2013 mysanantonio.com --- FIAT prefers compressed natural gas over fuel cell power inautonews.com

To: Dennis Roth who wrote (178861)	6/20/2013 11:35:33 AM
From: Dennis Roth	Respond to of 206104

IEA Sees Natural Gas Challenging Oil's Transport Fuel Dominance By Dow Jones Business News, June 20, 2013, 02:25:00 AM EDT Natural Gas Seen as Major New Transport Fuel LONDON--Natural gas is set to emerge as a significant new transportation fuel over the next five years, raising the prospect of a challenge to oil's dominance in the sector, the International Energy Agency said Thursday. Already, gas demand in road transport grew tenfold between 2000 and 2010, but cheap gas in the U.S. as a result of the boom in production of shale gas, and concerns over air pollution and oil dependency in China, could help it develop into a more mainstream fuel, the IEA said. In its five-year gas outlook, the Paris-based energy watchdog said it expects natural gas use in road and maritime transportation to rise to 98 billion cubic meters by 2018, covering around 10% of incremental energy needs in the transport sector. According to the IEA, this shift will do more to reduce the medium-term growth in oil demand than both biofuels and electric cars combined... Read more: nasdaq.com

To: Dennis Roth who wrote (178861)	7/20/2013 1:03:00 PM
From: Dennis Roth	1 Recommendation Recommended By evestor Respond to of 206104

A New Debate Emerges: LNG or CNG for the Long Haul theenergycollective.com Relatively recent advances in tank storage capacity and “fast fill” refueling technology have allowed room for debate as to whether LNG really is the only natural gas option for the long-haul trucking industry.

To: Dennis Roth who wrote (178861)	7/29/2013 6:45:19 AM
From: Dennis Roth	Respond to of 206104

Landi Renzo (LR.MI) — The Top-Down Vs. Bottom-Up Dilemma In CNG 26 July 2013 ¦ 9 pages ir.citi.com While CNG (and LNG) is seen as a potentially disruptive technology by Citi, Landi Renzo is the largest independent producer of LPG/CNG kits in Europe and has a global presence. We fear that being a small group, Landi might struggle to capitalise on such a large opportunity. It also faces headwinds: Italy is suffering from its most acute recession post WWII. Iran and Pakistan have faded away, and the rest of the world is not doing much better. Accordingly, Landi recently lowered its guidance for FY13E: sales were lowered to €210-240m from €280m, while its EBITDA margin expectation has been cut from 10% to a 3-6% range. As a result of the recent profit warning, we lower our sales by 18.1% and 17.1% for 2013-14E, while cutting EBITDA by 67.0% and 61.5% respectively – resulting in negative EPS for both years. We maintain our Sell rating and cut our target price to €0.87 to reflect our significant estimate cuts.