Vegasjoe

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  • Ethanol Is Dead: How You Can Still Profit From It
    Ethanol is nothing more than a clean air oxygenate in gasoline, replacing MTBE. The current production of corn in the US can support this mandate of 90/10 gas/ethanol. Shipping ethanol other than rail/truck has presented short term logistics issues. KMP is currently testing piping it. E-85 won't fly long term until MON or DD produce the gentically altered seed for corn that puts energy output when used to make ethanol on par with gasoline. The 51 cent blenders credit, now 45 cents after the Farm bill, has gone mostly to big oil, not ethanol producers. I agree that import tariffs on sugar based ethanol are crazy and anti-free market. But, not allowing drilling on the OCS on both shores, east and west, of our country, is also anti-competitive and dumb policy by Congress. Not building more clean air nuclear plants is dumb, too. Look at France and their nuclear power record: impeccable!
    So, short ethanol stocks all the way to zero? How stupid! 18-22 states politically, will not allow media hype rants to overturn the momentum. Corn based ethanol plants can be converted to sugar. Where do we get the sugar cane? Brazil?
    If oil goes to $200 soon, ethanol, with all its detractors, will be more efficient to run E-85 because oil will be pricing itself at $6.00-7.00/gallon and ethanol at $4.00, even at $8.00 corn, is a better buy!
    Ethanol never was a "be-all end-all" game changer. But I like the notion of 25% of our energy consumption being paid to farmers and others in the US rather than to the Middle East and other rogue nations like Chavez, et al....60% of our trade deficit is now oil! Congress needs to wake up and smell the coffee!
    Jun 29 08:31 am |Rating: 0 0 |Link to Comment |View article
  • Ethanol Update: Crush Spread Plunges, Bush Expresses Concern
    Grass fed beef is better for you, not corn fed; I am just pissed my tequila costs more since all the Mexican farmers trashed growing Agave for corn! Maybe corn based ethanol will sell better at Frat parties? Grain alcohol and punch! Oh the days!
    Mar 06 16:23 pm |Rating: 0 0 |Link to Comment |View article
  • Aventine Renewable Energy Holdings Q4 2007 Earnings Call Transcript
    Let's see: the price for corn is increasing for them from $3.66-3.86 in 2007 to $4.20 in '08; contracts to deliver product seem stuck at $1.72 to 1.92; the company financial strength has been infected by the CDO meltdown virus in their variable aution rate securities; and while the industry is somewhat the beneficiary of political winds, the economics are still not within reach to drive sequential earnings growth of any consequence. What am I missing? The stock got hammered last week.
    Feb 24 07:20 am |Rating: 0 0 |Link to Comment |View article
  • Ethanol Growth Faces Tremendous Obstacles
    Ethanol made from corn is much maligned; the media hates it but it is here to stay; I am going to build a sugar cane based plant in Hawaii and forever get rid of $4,00/gallon gas!
    Jan 07 01:11 am |Rating: 0 0 |Link to Comment |View article

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