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Cellulosic Ethanol? A Tough Process For Success

March 4, 2010

Analysis of:Canada's Ethanol Boom, Minus The Boom | theglobeandmail.com

Canada's Globe and Mail newspaper reported on the delays associated with Iogen Corporation on building a commercial scale ethanol plant using forestry waste and wheat straw. Although the firm has key partners with large balance sheets, the economics behind the technology seems suspect compounded by horrible credit markets and more recently lower oil prices.

EPA Approval Later This Summer for Ethanol Inclusion Rates of 15%?

March 4, 2010

Analysis of:US EPA to Decide Late Summer on Ethanol Fuel Boost | uk.reuters.com

The EPA will complete engine testing of higher ethanol inclusion rates by May, 2010 compiling the data to make a decision on potentially higher blend rates (15%) of ethanol into the gasoline. The current maximum allowed blending rates are 10%. Rates of 35% are already used in Brazil where all car manufactures and small engine manufactures sell similar engines as the United States.

Ethanol Opinions From the NY Times? Have You Ever Eaten Iowa Feed Corn? Yuk!

February 12, 2010

Analysis of:Sensible Rules For Ethanol | www.nytimes.com

Brazil and other countries will continue to clear virgin land and move the land into production regardless of a biofuels strategy in the United States. Contrary to the indirect land use argument, the USA is still idling productive land in the Conservation Reserve Program (CRP). Slowly, the USA is moving back to fence row to fence row production similar to the early 1970's. Farmers, Agribusiness and taxpayers will all benefit from our agricultural capacity moving towards 100% of use.

Word Play: Big Oil and Big Ag Seeking Much Different EPA Energy Definitions

February 10, 2010

Analysis of:Big Oil Fights Big Ag | www.cleantechblog.com

This article is a must read for those interested in learning about the energy war going on between Big Oil and Big Ag relative to the future of transportation fuels and renewable energy. Two items not discussed in the article are the Energy Independence Act of 2007 and how high oil prices could make mandates insignificant. companies impacted: Dupont, Chevron, BP, Shell, Exxon Mobil, Conoco Phillips, Valero, Marathon Oil, The Andersons, Archer Daniels Midland, Cargill, and Bunge.

WordPlay:Big Oil and Big Ag Seeking Much Different EPA Energy Definitions

February 10, 2010

Analysis of:Big Oil Fights Big Ag | www.cleantechblog.com

This article is a must read for those interested in learning about the energy war going on between Big Oil and Big Ag relative to the future of transportation fuels and renewable energy. Two items not discussed in the article are the Energy Independence Act of 2007 and how high oil prices could make mandates insignificant. Companies impacted: Dupont, Chevron, BP, Shell, Exxon Mobil, Conoco Phillips, Valero, Marathon Oil, The Andersons, Archer Daniels Midland, Cargill, and Bunge (BG).

Additional Corn Ethanol Plant Capacity Can Now Replace The Cellulosic Mandate

February 7, 2010

Analysis of:Obama: Corn Ethanol Isn't So Bad After All | blogs.forbes.com

The EPA clarified rules for corn based ethanol. These new rules validate corn based ethanol as a GHG reducer and may allow corn based ethanol to supplant the cellulosic requirement of 16 billion gallons.This could be a boon to the seed companies and equipment makers including Monsanto, Syngenta, DuPont, John Deere and Case IH.

Corn Ethanol Is Validated By The EPA For Climate Benefits In A New Ruling

February 6, 2010

Analysis of:EPA Biofuels Guidelines Could Spur Production of Ethanol From Corn | www.washingtonpost.com

With aggressive ethanol goals, mandated by the federal government in 2007, of 36 billion gallons of ethanol per year by 2020 (857 million barrels) the EPA solidified its position on corn based ethanol and other biofuels. For the first time the EPA used indirect land use modeling in the decision. And they determined "corn-based ethanol yields significant climate benefits."

Shell Significant Entry Into Ethanol

February 4, 2010

Analysis of:Shell Signs $12B Ethanol Project in Brazil | www.dtnethanolcenter.com

DTN article by George Orwel summarizes Shell's $12 billion deal to market and produce ethanol through a joint venture with Cosan. This is the largest investment directly by Big Oil into the ethanol industry and it may have major implications for supplying the California ethanol market with Brazilian ethanol if the California Air Resources Board is successful in their new ethanol rule making. Other recent investments include Bunge, Louis Dreyfus, and Valero

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