[Strategerist]

I would think “cost effectively” is the key term here. Conversion of natural gas to gasoline in a pilot plant is one thing, conversion on a commerical scale to make it worthwhile is a different matter.

The crux of their whole proposal is the break-even point in cost comparison to gas refined from oil, and the whole future of the company depends on assumptions on future oil prices; they have to hope that increased tight oil production won't simply drop the cost of crude so much that it doesn't make sense to make gasoline from natural gas.

I definitely wouldn't invest in these guys unless it was play money. All their technology could be brilliant and work perfectly, but their business model could be destroyed by a massive crude price collapse to $50 a barrel or something. And they have no control over that.

[TexasTransplant]

***** “I definitely wouldn’t invest in these guys unless it was play money” ******

I invested play money in Turkey Guts to Gas and lost Boardwalk and Park Place.

TT

[catfish1957]

but their business model could be destroyed by a massive crude price collapse to $50 a barrel or something.

Exactly. Case in point, in the early 80's oil recyclers and reclaimers were booming, rolling in the dough, and living the good life. By the mid '80's most of them became industrial metal graveyards and superfund sites.

[American Constitutionalist]

In the near or far future at some point the business case won't matter and the need for any kind of fuels to run cars will take priority.
Can't have a economy without oil at this time.
Yes, I know that you can't work for free but also said is ? can't live without water, the same goes with fuel, gasoline.