NOWHEREMAN

Congress Considers Bailing Out Its Ethanol Mistakes

The EPA is mulling about a Tax hike on the major producers of Greenhouse gas in the US. They want to impose a tax on Cattle Ranchers for every belching/flatulant cow in their herds. The culling of these emmission generators will not only improve the air we breathe but it would put less pressure on the price of corn.

Thank goodness we have the EPA looking out for us.

Milk? don't worry about it. We can genetically enhance super cows that produce twice as much milk.

The Ag Industry: Another Credit Crisis Casualty?

Like Geo says, this is an investment blog. The author only provides his take on a WSJ article. His Opinion.

You not only take umbrage on his opinion but like the author, do not provide any investable ideas and as such yours is a totally useless post. IMHO

Now having said that, A news release from Intrepid Potash (IPI) indicates that farmers may delay their purchases of fertilizers but will come back into the market eventually. They project higher profits later next year primarily because they expect to keep Potash prices firm. IPI is a Pure Potash/potassium play unlike POT. Apparently, the development of new potash sources can take up to 5 years.

IPI came public this year, spiked to $76 and is currently trading around $15. I did not buy it then, am looking to buy it in the $10 to 12 range. As of 9/30/2008, they had $139 million in cash and no debt. Quarterly earnings of $0.66. The chart looks like it may be stabilizing but with these markets I might be able to pick it up below $12.

IMHO

Is Ethanol Dead? Not So Fast

Yes indeed, my comments are always irrelevant. Anyone following your advice in July and August is probably trying to figure out where you live. CCJ, it is a buy under $28, have you been adding to your holding all the way down to it current $16 or PWE poor pick there, $28 down, down, down. Every projection you have made has been wrong but here you are, the infallible GEO sticking to your unsupportable contentions no matter how inane they are. Fantasy unsupported by reality. GEO says thats the way it is and everyone else is wrong. Is there any Article that you agreed with? I only went back to July but gave up when I realized you never posted a new idea. You just rehash the same view.

How many countries in the world have raised interest rates in the last month? Name two, since countries implies plurality.

Will Obama allow farmers to follow in the footsteps of the rest of the country? A yes or no please, none of the mindless rants you include in every post.

For anyone interested in joining GEO's stock picking prowess over the last 6 months, just click on the comments next to his name. Click on number 8 and move forwards. You name it, its down, sometimes so massively that it must go up by 75% just to get to his initial BUY. But here he is pushing the same drivel.

Mind you, even a blind squirrel finds a nut occasionally and I even agree with some of his assessments occasionally, but he has no sense of timing whatsover.

Take PWE, not only has it dropped from around $28 when he was pushing it but its dividend has been reduced by 20%. It pays out .34 Canadian, which is then converted into USD or about .28 currently depending on the Loonie's value on the ex date.

Thats your history, your rant about others but do not follow up on your own record of stock selection. Do you even hold CCJ anymore? Your record speaks for itself, but your Narcissistic outlook does not allow for other opinions.

Seeking Alpha is about making observations on what has been written in the Articles. It is not about attacking the views of others which do not coincide with yours.

My turn.

Is Ethanol Dead? Not So Fast

You are totally correct, its use has also led to lower margins at refineries since it replaces gasoline without the associated refining cost.

Is Ethanol Dead? Not So Fast

Fred, Corn ethanol will retain its status for no other reason than Illinois is Corn and Obama country.

Oil independance also means the exclusion of imports from Mexico and Canada. Self preservation will ensure that both of these countries will reduce or stop exports here long before Independance is achieved.

Independance will not be achieved without oil. Contrary to all of the Green hype, CNG is not a viable alternative until NG supply exceeds demand, it doesn't. Current NG prices have slowed drilling projects throughout the industry. NG flows into the US from Canada via pipeline on a 24/7 basis. Without this, an NG shortfall would be evident within a few weeks. Last estimate that I saw was that the shortfall was 15%. Corn Ethanol = nitrogen fertilizer = NG.

Remember TBoone? His company, the one that was sure to go up because Pelosi supported it? New All time low in the last few weeks, TBoone and family unloaded 3 million shares, was $19, is around $6.50.

The next year will not be about renewables, it will be about getting the country out of a recession. The $15 Billion promise annually? This is strictly for research not funding.

One other thing, every country in the world is either in, going to be in a recession or will experiencing dramatic slowdowns. Every country has dropped interest rates has started or is about to start stimulus procedures. This will result in a dramatic reversal to the Demand Destruction scenario.

Good News for Ethanol as Corn Dips and Pipeline Test a Success

Devon Energy's CEO was on CNBC Friday night. Extraction costs at Haynesville are greater than the price of Nat. gas. They will produce 33% less in 2009 then previously forecast. He feels other producers have similar problems and with Credit Unavailable, expansion will have to curtailed overall to preserve what cash they have to pay for ongoing expenses.

Good News for Ethanol as Corn Dips and Pipeline Test a Success

As a person who runs a Blogging site, you are more qualified than most who post these articles. At the very least, you have access to those who are crying and whining about their misfortunes.

The drop in oil prices exacerbates Peak Oil. This is not a contrarian opinion, just, IMHO, a view of reality.

There were a number of Oil Projects which were feasible with oil above 100 which are not any longer. Deep sea fields which would have delayed Peak Oil are now on hold or postponed indefinitely. Credit Market woes mean even the deep pocket producers must use their own capital to proceed with the Ultra high investment cost projects which are no longer feasible. If their revenues are going down because of lower oil, why decrease their cash to start/keep projects which keep their revenues down?

Meanwhile, Venture and Institutional capital which was funding all of The Alt. Energy coming into vogue has vanished. Lehman was the primary mover in these markets, good luck in finding another Institutional investor of that size. First they are still in the process of selling assets to give money back to investors, second they will have to recapitalize through safer investments before handing out money without an immediate return.

So, with oil at these levels and oil production rates declining every year at a 4-5% rate Globally, whatever usage is reduced by a Global recession will be offset. But when demand increases, the projects which should have been in place, won't be. Demand will grow, but inventories will be low and new supplies will be harder to come by.

You get what you pay for. High cost projects are not paid for by low cost oil.

VeraSun Energy:Buyout Candidate, If Obama Wins

What role does ethanol play in a TBoone world or an all electric concept?

Ethanol: Our Answer to Reducing U.S. Dependence on Foreign Oil

Corn Ethanol=higher food prices, NO2, destruction of water tables(Nitrogen Fertilizers) and burning to death.

Ethanol fires require specialty chemicals not found at 99% of Fire Departments. Don't remember where I read this.

Growth in Corn Harvest Means Good News for Ethanol Producers

I assume. Thats an "ass between u and me".
The rosy forecast for the grain complex has been ripped to shreds by the farmers themselves.

Go sell as many naked puts as you can and and use the proceeds to buy calls on the Ethanol play of your choice. If you can't bring yourself to do this, then examine your own "exuberance".

Is the Ethanol Mandate Likely to be Repealed?

My, my. Leave you alone for a day and all heck busts loose without me and My own off the Cuff Big Mouth.

What matters to me is "what will continue to happen to my corn-fed Cattle?" I mean I already have to pay 50% more for Rib Eye. I used to be able to get 10 ears of corn for a buck as little as 4 years ago, now if I'm lucky its only 5.

But that's just my rant, I love steak. The more marbled, the better.

Other than the price rise in food across the world, which coincidently began with Congress and the absurd thought that food should be a viable subsitute for lack of foresight, I have heard that Ethanol Fires are extremely hard to extinguish.

Could either of you distinguished erodites give me an answer regarding car crashes involving Ethanol fires.
Do all fire departments carry the chemicals necessary to extinguish them or is it a case of "Burn, baby burn". If the latter, then I would say the Infrastructure for Corn Ethanol has a long ways to go.

Scratch Oil For Now – Gold, Alternative Energies Will Outperform Near-Term

Hundreds of Tech. inovations and funds for just a few.

Follow Venture Capital for the ones that might actually get off the ground. Fundamentals are LARGE, lack of materials to even get started, exorbitant costs for the prototypes of everyone.

If it isn't making money now to support R&D, it isn't going to be implemented.

Cold Fusion anyone?

Ethanol Will Become a Fad Without Government Intervention

Corn ethanol plant constuction has been suspended.

Specialty chemicals are needed to put out ethanol fires.

BP has pulled its ads regarding growing our fuel.

BP had plans to sell ethanol at its gas stations...pulled out of that idea too...Construction of anti-corosive tanks to costly.

Corn ethanol will go the way of the dodo...they didn't fly either.

Increasing Ethanol Demand and the Likely Price Implications for Corn

I have no idea what the ideal corn growth weather is.
I just saw a forecast for below temps,above rain for the Midwest for the next month......any impact?