To: Hawkmoon who wrote (244) | 8/10/2015 10:19:14 PM | From: Hawkmoon | | | Ryder's Vice President of Supply Management and Global Fuel Products will be speaking at the conference about Ryder’s industry-leading experience with natural gas vehicles and fueling infrastructure at the Fleet Technology Expo on the 24th-26th in Long Beach.
Considering that QTWW is the leading CNG tank and fuel management systems provider to Ryder, it should open up some real exposure to their product.
Mr. Perry is responsible for Ryder’s advanced fuel vehicle offering, which includes leading the company’s successful commercial natural gas truck deployment into 12 markets in North America. He will participate on a debate-style panel titled, “A CNG Debate: Invest Now or Later,” which will take place on August 26 at 10:30 a.m. PST inside Room 103 of the convention center. The panel, which is being sponsored by Heavy Duty Trucking (HDT)magazine, will provide a point/counterpoint debate about the right time to invest in the natural gas vehicles and infrastructure. During the panel, Mr. Perry will discuss the fuel-saving benefits of current CNG vehicle technologies and how to facilitate the deployment of alternative clean technology vehicle fleets with outsourced transportation solutions such as rental and leasing.
businesswire.com
They also have UPS on board, it would seem.. so these are two heavy hitting companies that are showing their dedication to shifting towards CNG.
Hawk |
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From: Hawkmoon | 10/1/2015 11:15:08 PM | | | | It's been astounding just how much they have pummeled the CNG stocks, to include Quantum..
All while CNG per BOE equivalent is hitting a new intermediate low of $14.52 ($2.42 x 6) Mbtu equivalent..
So long as NG continues lower, it remains cost competitive to diesel..
And I'm looking at the Middle East getting VERY interesting, with Russian (Chinese?) and Persian Iranian army forces deploying into Syria..
Hawk |
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To: Hawkmoon who wrote (249) | 12/8/2015 2:09:55 PM | From: Sdgla | | | Any way to find out who's tank is being used here :
ft.com
Toyota bets the future car will be fuelled by hydrogen Andy Sharman, Motor Industry Correspondent
©BloombergA Toyota worker checks a Mirai fuel-cell vehicle on the production line of the company's Motomachi plant
Toyota showed off a special version of its new Mirai saloon this week to celebrate Back to the Future day.
The Japanese carmaker’s take on the time-travelling DeLorean from the popular movie series has the trademark gull-wing doors and the same, bare-metal bodywork seen in the Hollywood film.
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To: Sdgla who wrote (250) | 12/8/2015 8:46:31 PM | From: Hawkmoon | | | THAT is a very good question!!
I lay odds that the tank is from Quantum, given past historical company interactions.
Hawk |
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From: Hawkmoon | 12/20/2015 11:34:38 AM | | | | It's been a tough year for QTWW shareholders.. There's no doubt about it..
However, I still think, over a longer period of time, we're going to see increasing use of CNG in the transportation fleet. When NatGas is trading at $11/BOE (barrel of oil equivalent), it still presents a compelling alternative to Diesel..
And it doesn't hurt that tax credits for CNG have been extended, retroactive to 2015, and into 2016...
thestreet.com
I'm also beginning to think that Quantum's move into virtual pipelines has a major application for creating CNG fill-up stations until such a period when pipeline distribution is more widely available at gas stations.
It's still my belief that the real bottleneck in the CNG conversion remains the lack of adequate fuel tank production, which for Quantum is a longer-term plus..
And I think this will become an even greater challenge if WPRT is able to perfect their NG injectors for use in existing Diesel vehicles. This is what ZHRO was attempting, and it appears that WPRT has the lead.. If they can convince the market that these are reliable and credible alternatives to dedicated CNG/LNG engines, it could lead to a major expansion of demand for CNG/LNG fuel tanks in order to take advantage of those tax credits, as well as to reduce operational fuel costs.
westport.com
westport.com
To drive demand, CNG/LNG has to be widely available, hence Virtual Pipelines which can be stationed at point of sales with little infrastructural investment, AS WELL AS being replaced, or refueled in place, by larger delivery vehicles. This will alleviate trucking fleets concerns about fuel availability.
Now also, think about this.. Hydrogen fuel cell vehicles face a similar issue, but can also benefit from a Virtual Pipeline concept.. In both cases, Quantum benefits..
One more point of consideration that remains in my mind.. With recent legislation that permits oil exports from the US to global markets, eventually the supply/demand equation will balance out the current decline in oil prices.
Furthermore, if we have a major disruption in oil supplies around the world due to Middle East turmoil, Natural Gas will become a primary source of domestic energy since it remains, essentially, landlocked to the US markets. In such a scenario, Virtual Pipelines will be in EXTREMELY HIGH demand..
Hence, I continue to believe that QTWW remains an undervalued company, with a bright future.. regardless of oil prices.
Hawk |
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From: Hawkmoon | 12/23/2015 11:22:16 AM | | | | I'm thinking that Quantums Virtual Pipeline solution is what UPS requires to expand it's CNG vehicle deployments..
“In order for us to continue fleet deployment, we have to continue station deployment – one goes hand in hand with the other,” explains Casteel.
ngtnews.com |
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To: Hawkmoon who wrote (253) | 12/23/2015 11:28:34 AM | From: Sdgla | | | Great news ! The future of CNG and Hydrogen in the transportation industry looks bright.
Maybe Buffet will look to get his rail op into CNG.. <BG> |
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