Desi

ADM: The Way to Play the Agriculture Commodities Game

Hello Jake,

Along with the bearish outlook in the commodity sector one of the biggest concern with ADM was the "ethanol bubble". With the crude oil prices down by almost 30% from its peak of $140+ few months back it seems that all "alternative energy" stocks are getting beaten down. How does this affect ADM as it was on the ethanol binge for last few years ? Does the current pricing discounts the excesses by ADM in Ethanol production in the Mid-west ?

Thanks in advance,

Desi