Ethanol balance Sheet.. REMEMBER that ETHANOL is an OCTANE.. as much as a THIRD of a Gallon of Gasoline is OCTANE!!

So It's NOT competing with Gasoline.. it's Competing with OCTANE.. which it is STILL the Cheapest.

The Oil boys are getting the Reserve.. and they will cut Production.. When the lights come back on.. we'll be at $50.. $70 Crude Oil in a heartbeat.. once the backlog clears.. but if we're going up,, they will STORE IT.. once it's found a home.

So.. 25.7 myn Ethanol stocks.. / 650 k bbls per day = 40 days of supply.. plus how much we grind.. say 50%.. that's 500 k bbls per day.. 

25.7.. your running on fumes if you go below 40%.. remember this has to be RAILED to distribution.. which can take.. a month..

so 25.7 x 60% = 15,420 k bbls of cushion.. demand of 650'ish = 23.7 days..

650'ish demand + exports of ??? = 700 ish.. - 500 production = 200 draw.. lasts.. 15,420 / 200 = 77 days or 2.57 months.

THEY HAVE TO DO THIS NOW!!