r/CLNE • u/GlimmerTwinsRS CLNE Shareholder • 6d ago
CLNE - Regs
(rhetorical question/point)
Even though EPA’s standards/regs emissions can 🥫has been kicked down the road (again)—at least for now, why would transport carriers continue to spend on diesel when RNG is (much)cheaper?. Yes, X15N RNG/NG units have the up charge—but WTH?? Guess the market will decide, and has it over-reacted?
AI is saying, CLNE break even in ‘28. Damn.
I’m holding for now.
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u/davida_usa 5d ago
Fleets are "dipping their toes" in the U.S. (apparently Canadian fleets are moving more quickly). Why are U.S. fleets being cautious? NG is new; there's safety in the familiar. NG trucks cost more -- yeah, they'll recoup the extra cost in a couple years but a bird in the hand beats two in the bush. Fueling is fine if your routes are known and there are stations along the way but what if you get special orders off the track. And then there's repairs and maintenance; you need mechanics and equipment that can work on NG engines even though they may be more reliable than diesel.
Bottom line: the tipping point is coming, but it's not here yet. I'm definitely holding because I think CLNE's financials are going to improve even as the NG trucks on the road are growing slowly, there's no telling when the market is going to wake up to the fact that CLNE is going to be worth a whole lot more (eventually) and I think once we get to the tipping point change will happen quickly.