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Thoughts From A Local Florida Trucking Company

|Includes: CLNE, GTLS, Westport Fuel Systems, Inc. (WPRT)

This is likely opinion of many in the industry as 2014 gives them access to full production of the 12L engine. The adoption should be relatively quick once the larger transport companies get used to, and incorporate the cost of CNG fueling stations. In some ways you can see why adoption takes time: there really isn't the ability to partially commit to this direction as they must commit to enough trucks to justify the trucks and fueling system simultaneously, or, happen to be positioned close to a pre-existing fueling station. By building and using their own CNG station, they can maximize the long term savings of this fuel switch and perhaps make money selling CNG on the side (new revenue?). It really depends whether fueling stations are put where they are useful or these trucking companies will build their own infrastructure. It is interesting.

Disclosure: I am long CLNE, WPRT, GTLS.