1. Charles A. Koontz
June 4, 2013
Opportunities and Challenges Associated
with Natural Gas Revolution
2. 2
TRILLIUM CNG
•High capacity refueling products, manufactured in the USA
•Temporary and Portable CNG stations
Compression Equipment
•CNG station design, construction, operations & maintenance
•Transaction management services
•NFPA and local Fire Code facility upgrades
Compressed Gas Services
•Full suite of commodity instruments – fixed pricing, cost collars,
forward hedge instruments, etc.
Commodity Products and Services
•Financing – CNG Stations and Vehicle Conversions
•CNG Station Leasing
Capital Financing & Equipment Leasing
3. 3
STATUS OF INFRASTRUCTURE
Source: http://www.afdc.energy.gov/fuels/natural_gas_locations.html, accessed 3/17/13
0
20,000
40,000
60,000
80,000
100,000
120,000
140,000
160,000
180,000
Private
Hypermart
Public
Source: www.census .gov 2007 data, www.nacsonline.com
Station Count
4. 4
WHERE WE NEED TO BE
• Around 3,000,000 class 8 trucks
• With the Cummins Westport 11.9L engine we could address all trucks
• Up to 80,000 GVW, Return to base routes under 600 miles
• Line haul routes along fixed corridors
• Estimated 35% market “addressable” today, with nearly 80% addressable
when 15L trucks are available
10,000 stations by 2022
Capital Required
• 200,000 class 8 diesels per year at $120,000 / each = $24 B
• Replacing 30,000 of those with 8.9 and 11.9L engines with 75-155 dge
tank packages will add $50,000 / truck or $1.5B/year to the capital
requirements
• Garage retrofits = $100,000 to $500,0000 or more
• Station builds= $1,000,000 to $2,500,000 per each x 9000 = $10 - 25B
5. 5
CHALLENGES TO ADOPTION
Infrastructure
Fueling
Distribution
Vehicles
Natural gas fundamentals
Policy
Uncertainty
LNG/ CNG
DME? Hybrids?
Vehicle configuration
