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  • Good News for Ethanol as Corn Dips and Pipeline Test a Success [View article]
    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.
    Oct 18 14:01 pm |Rating: 0 0 |Link to Comment
  • Good News for Ethanol as Corn Dips and Pipeline Test a Success [View article]
    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.
    Oct 17 10:27 am |Rating: 0 0 |Link to Comment
  • Ethanol: Our Answer to Reducing U.S. Dependence on Foreign Oil [View article]
    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.

    Aug 28 13:24 pm |Rating: 0 0 |Link to Comment
  • Ethanol Stock as Cheap as an Ear of Corn? [View article]
    Vse, from riches to rags, just in stock price not in prospects. Watching this one in particular.

    Falling commodity prices will limit perceived upside for now.
    Aug 05 10:15 am |Rating: 0 0 |Link to Comment
  • Is the Ethanol Mandate Likely to be Repealed? [View article]
    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.
    Aug 05 02:51 am |Rating: 0 0 |Link to Comment
  • Ethanol Is Oversold: Three Bounce Stocks - Barron's [View article]
    I like Verasun for the simple reason that they have started building a Cellulostic ethanol plant and I think they have the ability to build more. They have licensed some private research which may make the difference in cellulose ethanol generation. Something to do with why algae disintegrates in water.

    Don't remember where I read the article but have been following VSE for a few months because of it.
    Don't own it Yet.
    Jun 09 08:45 am |Rating: 0 0 |Link to Comment
  • Ethanol Will Become a Fad Without Government Intervention [View article]
    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.

    May 06 09:37 am |Rating: 0 0 |Link to Comment
  • Increasing Ethanol Demand and the Likely Price Implications for Corn  [View article]
    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?
    Apr 28 13:55 pm |Rating: 0 0 |Link to Comment
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