The IOWA FARMLAND rush continues on........... - Page 13

Jeffmet3 · #**121** 07-08-2007, 02:40 AM

you realize the US would be better off buying ethanol made from sugar in Brazil?

it's much cheaper, and thus inevitable

Fishhead24 · #**122** 07-08-2007, 09:18 AM

[ QUOTE ]
you realize the US would be better off buying ethanol made from sugar in Brazil?

it's much cheaper, and thus inevitable

[/ QUOTE ]

Perhaps, perhaps not.

However, what does this have to do with farmland prices in Iowa through 2009?

By the way, I would be investing in Sugar futures currently..........they will shoot through the roof much like the grain markets have the past 18 months.

mal_noles · #**123** 07-08-2007, 07:10 PM

[ QUOTE ]

you realize the US would be better off buying ethanol made from sugar in Brazil?

it's much cheaper, and thus inevitable

Perhaps, perhaps not.

[/ QUOTE ]

I am not sure how you could ignore the effect of this on corn prices in the U.S and in turn Iowa farmland prices since they are obviously inflated at the moment.

I do agree that sugar futures are a buy.

CrushinFelt · #**124** 07-09-2007, 09:49 AM

This thread is like my coedic relief every day.

Brad1970 · #**125** 07-09-2007, 11:03 AM

[ QUOTE ]
This thread is like my coedic relief every day.

[/ QUOTE ]

It's the thread that refuses to die. [img]/images/graemlins/cool.gif[/img]

Fishhead24 · #**126** 07-10-2007, 09:57 AM

Brazil already has a pretty good demand for ethanol from the rest of the world and the tariff will serve to allow the US/Iowa ethanol infrastructure to get off the ground and on solid footing. Many farmers are telling me they may start growing sugar beets again in Iowa-just for the ethanol plants...... and maybe even potatoes.

By the way, did you all catch the corn/ethanol commercial last evening during the HOME RUN DERBY presented by Chevy?

-FH-

john kane · #**127** 07-10-2007, 10:51 AM

how would i invest in sugar and ethanol?

from what ive read for ethanol i should go for a range of ethanol stocks.

how does one invest in sugar futures? tdwaterhouse only let me invest in gold and silver from memory.

many thanks for your time.

Fishhead24 · #**128** 07-10-2007, 10:28 PM

[ QUOTE ]
how would i invest in sugar and ethanol?

from what ive read for ethanol i should go for a range of ethanol stocks.

how does one invest in sugar futures? tdwaterhouse only let me invest in gold and silver from memory.

many thanks for your time.

[/ QUOTE ]

J.K.-My favorite ethanol stocks are GULF ETHANOL and PACIFIC ETHANOL.

Gulf, at $3 a share, is certainly the more speculative of the two(but it has gone up 50% in the past 2-3 weeks).

GL,
-FH-

dazraf69 · #**129** 07-10-2007, 11:23 PM

Don't ethanol stocks rely on high oil/gas prices for survival? If gas drops back down ( which I suspect it does soon), the demand for alternative fuel will diminish IMO. One can never measure just how fickle the American mind really is. Ethanol seems to be "buy on rumor" "sell on news" type deal. Thoughts?

DcifrThs · #**130** 07-11-2007, 12:00 AM

[ QUOTE ]
Don't ethanol stocks rely on high oil/gas prices for survival? If gas drops back down ( which I suspect it does soon), the demand for alternative fuel will diminish IMO. One can never measure just how fickle the American mind really is. Ethanol seems to be "buy on rumor" "sell on news" type deal. Thoughts?

[/ QUOTE ]

there is a give and take w/ the two fuel problems we have.

1) oil/gas et.al. hydrocarbons are the biggest and most widelyused form of fuel in the world. china is sucking it in and we (humans) can't produce it fast enough

2) oil/gas et.al. hydrocarbons are being accused (likely very rightly so) of putting the planet & thus our life at risk.

when oil prices increase, substitution looks better and better. that substitution is non-hydrocarbon based sources (ethanol, solar, wind et.al)

interestingly, the "OMG oil reserves are not gunna last, we be dooooooooooooooooooooooooomed" peak oil type folks have been rattling on about that for a long long time. we still use oil and seem to have enough to last...for now.

but as prices of oil rise, substitution becomes more important and demand for oil is inelastic to a point.

in training for my last job at a top fund, the "omg...oil" theory was brought forth for discussion. it seems the biggest factor that is overlooked in those theories is the ingenuity of the human race and how much we can move when we need to.

Barron