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Who’s Making Money in SynGas? March 23, 2008

Posted by OldGuy in Fischer-Tropsch, gassification.
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Coal gassification is gaining press.  Now that the US Air Force has proven modernized processes for improved Fischer-Tropsch production, commercial firms are being lined up to create this alternative to oil.

 So how can you make money on this boom?  Aside from choosing to use SynGas in your fleet, you can choose to invest in the companies that are leading the way in gassification manufacture.

According to CTLtech Asia 2008 Technology Conference, the leaders in the industry are:

Sasol Synfuels International

Rentech Inc.
China Shenhua Coal Liquefaction Corp Altona Resources
Synfuels China, Institute of Coal Chemistry CIC Energy
Ministry of Energy & Mineral Resources, Indonesia US-China Energy Center, West Virginia University
Shenhua Baotou Coal Chemical Co Alstom Power
Beijing Coal Chemical Research Institute Haldor Topsoe
Sojitz Corp Johnson Matthey
Sud-Chemie Rothschild (London)
Veolia Water  

I don’t know anything about any of these, but I think I’m going to start looking.  I expect FT syngas to make major dent on the world oil needs.  And I want to own stock while I can still get in at a reasonable price.

 If you know (without marketing hype, please!) which ones have solid value fundamentals, please let me know.  I look for low PE and low price-book ratios, as well as solid earnings potential and market respect.

FYI – the conference was organized by the Centre for Management Technology (CMT),  a world leader in petrochemical conferences.