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  • 5 Must Read Articles in Oil and Alternative Energy [View article]
    Guys, I'm starting to prepare the next edition of "5 Must Read Stories in Oil and Alternative Energy". Any recommendations for articles I should discuss and link to?
    Feb 24 07:52 AM | 1 Like Like |Link to Comment
  • 5 Must Read Articles in Oil and Alternative Energy [View article]
    Hi Gabby,

    Helpful comments, as usual. And feel free to leave other links that you think are interesting. Getting the list down to 5 leaves out too much...
    Feb 18 12:24 PM | 1 Like Like |Link to Comment
  • 5 Must-Read Stories in Oil and Alternative Energy [View article]
    Gabby, Great info. Thank you.

    Punkin611, Please tell us more about the stock. What do you like about it? What's the upside, and what are the downside risks?
    Jan 16 03:41 PM | Likes Like |Link to Comment
  • 5 Must-Read Stories in Oil and Alternative Energy [View article]
    Gabby -- really interesting; thank you! What's the key transportation problem: moving the raw material (in this case sugar or corn), or moving the ethanol?

    Also, any idea whether there are differences in plant building costs for corn versus sugar based ethanol production?
    Jan 16 08:05 AM | Likes Like |Link to Comment
  • 5 Must-Read Stories in Oil and Alternative Energy [View article]
    Gabby and Geral, thanks for clarifying that Cosan isn't a corn-based ethanol producer.

    Questions for you: In your view, how do the economics of sugar based ethanol compare to corn-based ethanol? Don't you think that both will drive up the price of the underlying commodity? And given that the transport problems are the same, how much do you think the difference between corn and sugar matters?
    Jan 14 03:03 PM | Likes Like |Link to Comment
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