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Thinking out loud? Corn Price
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Brian Barinsky
Posted 12/13/2007 12:23 (#259087)
Subject: Thinking out loud? Corn Price


2-3 billion gallons of ethanol is just a blimp on Big Oil's radar. New Farm Bill and New Renewal Fuel standards looking at 15 Bil gallons of grain ethanol, 21 Bil gallons of cellulostic ethanol by 2022. No one has more money than big oil, very few. (15+21)= 36 bil gallons is substantial, arguably.

What is the number #1 cost in ethanol production.........class?

CORN!

What happens if start up ethanol plants fail?
What happens to publically traded ones?
Privately held ones?

Could there be an "outside" source helping to drive these grain markets?

Please, opinions requested.

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