AgTalk Home
AgTalk Home
Search Forums | Classifieds (116) | Skins | Language
You are logged in as a guest. ( logon | register )

Land rich and cash poor
View previous thread :: View next thread
   Forums List -> Market TalkMessage format
 
Big Ben
Posted 12/14/2025 16:12 (#11470059 - in reply to #11469999)
Subject: RE: Land rich and cash poor


Columbia Basin, Ephrata, WA
hinfarm - 12/14/2025 13:35

Pofarmer - 12/14/2025 14:28

So, what if we're about to see a pretty severe pull back in oil prices and Ethanol no longer works either? We need oil to be above $65. 



This is what I am trying to say, taillights are visible on the ethanol boom with more electric cars on the road every day.

SAF/45Z is supposed to be the "next thing" but all that is, is another .gov market distorting program (scheme)

What's going to be the base of the next super cycle? I have no idea.





You sure about that? Ford cancelled their EVs, Rivian is going broke, Tesla’s cyber truck will go down as one of the biggest automotive busts since the DeLorean, and (so far) no movie to edify it’s popularity. There isn’t enough new power generation or refined rare earth metals to electrify much of the US fleet, and data centers are using up both at unsustainable rates.

I think the taillights you’re seeing might be the EV trend.



Edited by Big Ben 12/14/2025 16:14
Top of the page Bottom of the page


Jump to forum :
Search this forum
Printer friendly version
E-mail a link to this thread

(Delete cookies)