(USBE)

All Comments on USBE

  • commenter
    wheels14
    Jul 11 03:55 PM
    My Website
    Verasun Energy: Expect Future Growth and Profitability [view article]
    bzh1111

    What ecological disaster are you refering to?     Reply
  • commenter
    wheels14
    Jul 11 03:53 PM
    My Website
    Verasun Energy: Expect Future Growth and Profitability [view article]
    Dear User 89305,

    Your statistic of 67% energy value of ethanol. Are you quoting Potential energy or realized energy. Keep in mind your combustion engine only uses about 38% of the potential energy in gasoline but 98% of the potential energy of grain alcohol.     Reply
  • commenter
    User 89305
    Jul 10 11:30 AM
    Verasun Energy: Expect Future Growth and Profitability [view article]
    "In 2007, for the first time since 1977, oil imports from the Middle East decreased. This is due to the use of 6.5 billion gallons of ethanol, replacing 228 million barrels of [not] imported oil"

    Comments:
    Crude oil and fuel are not the same.
    1 barrel = 42 gallons so 6.5 billion gallons = 154.8 million barrels.
    Ethanol has 67% energy value of gasoline so on a 1 Btu for 1 Btu basis, only 103.7 million barrels crude.
    How much crude oil are required to produce a barrel of RBOB (gasoline blend stock)? You might want to check that.     Reply
  • commenter
    bzh1111
    Jul 10 07:08 AM
    Verasun Energy: Expect Future Growth and Profitability [view article]
    Very Good Article. However, there are few points missing. 1) The trouble with Ethanol first generation in the US is that there profitability is directly linked to Corn (also down from its highest level, is still above 6.5USD a bushel). VSE had to shut down a brand new plant recently because of this low profitability and this will probably hang over earnings for the quarter. 2) Sugar Ethanol from Brazil. I am working closely with people involved in Ethanol trading (physical) and the best trade recently was to ship the brazilian Ethanol in the US despite the 0.54c per gallon tax. Brazil has a fantastic track record with ethanol and is now building up capacity (much cheaper than in the states) to be sold in the US in the years to come. So the 500mg you mentionned is more 3bng now (nearly 25% of the first generation cap). 3) From the beginning, it is obvious that the first generation ethanol is an ecological disaster and I was personnally not surprised to see Bush pushing for that solution in the US...More importantly, politicians are now realising their mistake and voted the 2007 EISA Mandates on Cellulosic Ethanol. This mandate will cap first generation until 2022 and will benefit Cellulosic Biofuel (like VRNM). The only smart way for the VSE guys now is to buy or develop cellulosic ethanol... Reply
  • commenter
    rickrents
    Jul 09 09:09 AM
    Verasun Energy: Expect Future Growth and Profitability [view article]
    Great article. Let's stop sending dollars to terrorists who are trying to destroy the USA. We CAN DO IT if we try. Reply
  • commenter
    rickrents
    Jul 09 09:08 AM
    Verasun Energy: Expect Future Growth and Profitability [view article]
    Great article. Let's not send any more dollars to people who are trying to destroy the USA. We CAN do it if we try. Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:19 AM
    My Website
    General Discussion on USBE
    Is this a buy or a sell? Reply
  • commenter
    HilBily
    Mar 27 08:13 AM
    Future Shines Bright for VeraSun Energy [view article]
    Hard to figure how to play ethanol in general because of all the negative press, which IMHO is essentially oil co. propaganda, strewn about and swallowed whole by many. VSE seems to have great potential, yes, but public opinion needs to do a turn (again) before the stock price will see much upside. Full disclosure---I have no position in VSE or any other ethanol producer. Reply
  • commenter
    53Buick
    Mar 24 12:28 PM
    Future Shines Bright for VeraSun Energy [view article]
    Good summary of VSE's potential. Commodity prices, including corn, should drift down this year increasing VSE's profit margin....

    2009 may be a banner year for VSE's share price.....     Reply
  • commenter
    ADM Victim
    Feb 28 07:12 PM
    Ethanol Going From Panacea to Pariah - WSJ [view article]
    STOP the generous U.S. subsidies for Ethanol. Taking food away from the hungry is a "crime against humanity." Stop ADM now! We can't stop high oil prices But we CAN stop this Ethanol SCAM. All food is dependant on us doing it before it's TOO LATE! Reply
  • commenter
    Robert Young
    Jan 14 09:22 PM
    Tough Week for Ethanol Stocks [view article]
    From Mr. Barta`s comments, he either knows nothing about ethanol,agriculture,an... farm subsidies or he is a BIG OIL Liberal.No one ever talks about how much energy it takes to produce a gallon of gasoline!After a gallon of gas is produced,how much,high protein pet and livestock feed is left? That big fat farm bill,80%of the money goes to welfare(school lunches,WIC,etc...),th... last two years, grain prices have been to high, to receive L.D.P. payments. Now for the biggest LIE of all! Burning our food for fuel!!! 80% plus,of the corn grown in the U.S.A. is feed grade(not for humans). Lifeline Foods,St. Joe,Mo. has been making every kind of edible food product from corn for years,(never could pay a dividend!!!!)they have added an ethanol plant,behind the food process,to use the food by-product to make ethanol!!! Don`t try to blame ethanol for high dairy prices either,our dairy exports have jumped over 15%,while our dairy farmers have declined in numbers(most went broke,subsiding the american comsumer for years) The American Farmer does not set a price for his produce,the commidity buyers tell him what they will give. Reply
  • commenter
    Tom B
    Jan 14 09:15 AM
    Tough Week for Ethanol Stocks [view article]
    Ethanol is a bubble. It make NO SENSE technologically, since you use more energy than you get. It ONLY exists to feed farm subsidy money to Republican Bible Belt States. Reply
  • commenter
    Tom
    Caracciolo
    Jan 08 04:43 PM
    Ethanol Going From Panacea to Pariah - WSJ [view article]
    Not true....people have not waked up yet! If they were awake they would know that ethanol produced from food sources such as corn is only temporary. Ethanol produced from cellulos will be the primary replacement for the majority of fossil fuels or the next 20 or 30 years until hydrogen and electric vehicles are produced and available in quantities to completely replace it. Construction of cellulosic ethanol plants in the U.S. will be ongoing in 2008. Japan already has one and China is contructing one now. All from cellulos. Reply
  • commenter
    marymac
    Dec 27 04:57 PM
    Ethanol Update: Challenges and Opportunities [view article]
    What about the companies using woodchips and municipal waste instead of food sources. Check out the nbr(nova biosource fuels) they have begun to use various methods to produce ethanol. by 2nd qtr of 2008 they will be fully functional and mass producing barrells of the product. BFRE(bluefire ethanol fuels) is in the plant building phase, but have caught on that non food source produced ethanol is economical and yields far greater product than corn or fat source ethanol. Lastly is GFET(Guf Ethanol) prior to energy bill being signed they were in full swing to begin with the corn based ethanol method, but now has to regroup and follow the lead of the 6 companies that the govt. has invested milions into to produce non food source ethanol. Reply
  • commenter
    rayman
    Dec 20 04:03 AM
    The Top 10 Ethanol Related Stocks [view article]
    Somone spelled Elthanol wrong! ;-) Reply
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