gabby

5 Must Read Articles in Oil and Alternative Energy

David,
Nice analysis. GS downgraded the coal sector on Fri. 2/15, but the merits of that call has been viewed with great sceptisim -- especially by me. (Took it as a buying opportunity). WSJ had a very interesting article on Coal to Chemicals - China is at the forefront. Coal is being converted for the production of plastics, fertilizer and believe it or not -- pharmaceuticals.

Zulauf, has it wrong on sugar. Sugar futures are unbelieveably speculative. All the experts are divided as to whether sugar will be up or down. Buying sugar futures guarantees that you won't be sleeping at night. If you like sugar try DBA, which has a sugar component - along with wheat, corn & soybeans or RCI - Rogers Sugar Income Trust. I'm still very bullish on CZZ. Check out the price action today for CZZ on the Bovespa. In terms of ethanol, we will see an enormous capitulation on employing vital grains & foodstuff for ethanol. We are only starting to see food inflation, Asia has been especially hit with shortages. And, in the short term, cellulosic is not yet widely & cost effectively available. Sugar cane ethanol is well positioned.

Link follows on the Coal to Chemicals story -- GL, gabby

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