Opal Fuels - RNG producers and dispensers with wild economics compared to diesel.

With diesel prices skyrocketing, RNG/CNG continues to look like the quick, practical, and economic pivot for heavy duty, class 8 trucking. I think that we can all agree that electric is the path class 8 trucking will go in the long run, but right now, the infrastructure isn’t there, the power isn’t there, and the downtime to recharge is impractical.

People have been writing off CNG because “we’ve tried it already” but that means it’s proven and the infrastructure is way more mature than electric. Cummins also just released the new X15N natural gas engine with comparable power to diesel, dropping loads of money into development and production, I think we can all agree Cummins knows what it’s doing and fully intends to get a ROI.

Too many things are pointing to an economic and practical revival. Heavy duty trucking will need to get creative to stay competitive in this market. Im talking specifically about the US by the way.