Comments on Michael Jay Perlman, PhD's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/michael-jay-perlman-phd/articles http://seekingalpha.com/article/73111-the-long-case-for-sugar-based-brazilian-ethanol-producer-cosan-limited?source=feed#comment-203854 203854 Sat, 12 Jul 2008 16:44:21 -0400
If sugar has been taking just 0.6% of Brazil's land when 12% could support sugar expansion, then the increasing correlation between oil and sugar must not be very strongly influenced by land availability. Sugar prices have been controlled by other crop popularity and what not, latching onto whatever oil is doing instead. Sugar is at a huge, anomalous lag behind oil. It's one of those things, like silver, gold, and nat gas that follow the big moves in oil but haven't moved that much - yet. Of all the things that follow oil, sugar is by far the cheapest.

]]> http://seekingalpha.com/article/74541-encana-s-long-life-reserve-capacity?source=feed#comment-160265 160265 Thu, 01 May 2008 15:45:14 -0400
I would like to know so I can compare these figures to PWE. ]]> http://seekingalpha.com/article/73111-the-long-case-for-sugar-based-brazilian-ethanol-producer-cosan-limited?source=feed#comment-159214 159214 Wed, 30 Apr 2008 08:46:32 -0400 http://seekingalpha.com/article/74541-encana-s-long-life-reserve-capacity?source=feed#comment-158693 158693 Tue, 29 Apr 2008 12:18:57 -0400 http://seekingalpha.com/article/74541-encana-s-long-life-reserve-capacity?source=feed#comment-158558 158558 Tue, 29 Apr 2008 09:55:25 -0400
Do you prefer it to CHK, and if so, why?

Jack Yetiv]]> http://seekingalpha.com/article/73111-the-long-case-for-sugar-based-brazilian-ethanol-producer-cosan-limited?source=feed#comment-154691 154691 Tue, 22 Apr 2008 10:49:24 -0400
There is a potential short-term catalyst of exporting to the USA since even with the $0.54 tariff, it may be competitive with corn ethanol given the current corn bushel prices. But unfortunately, Petrobras is vertically integrated in oil, and owns only distribution in ethanol, so it is actually hurting ethanol in favor of gasoline for its own profitability.]]> http://seekingalpha.com/article/73111-the-long-case-for-sugar-based-brazilian-ethanol-producer-cosan-limited?source=feed#comment-154572 154572 Tue, 22 Apr 2008 08:18:56 -0400 http://seekingalpha.com/article/73111-the-long-case-for-sugar-based-brazilian-ethanol-producer-cosan-limited?source=feed#comment-154153 154153 Mon, 21 Apr 2008 14:14:09 -0400