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1.  Re: DTN article 
Valero, Sunoco and Murphy are topped out. AVR should approach COP or RDS for a deal. But it means dealing with the stranded plants, a coal fired wet...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Aventine Renewable Energy Holdings, Inc
  nortonvillars   6-Feb-10 11:41 am
 
2.  Re: why STO and not say XOM ?? 
I like Statoil compared to the big publics (XOM, COP, TOT, etc.). STO is more like Eni (E) and public ownership means better corporate responsibility. In Norway, when I worked...
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  Statoil ASA
  nortonvillars   29-Jan-10 06:13 pm
 
3.  Re: 1 Gallon of Tradition Fuel = 1.3 Gallon of Ethanol 
Yes, it does seem unfair for me to fork over money to rich governments, powerful farm and oil groups and others so I can drive to work. But, what other system is there out in the universe...
Business & Finance > Investments > Stocks (A to Z) > Stocks P  >  Pacific Ethanol, Inc. (PEIX)
  nortonvillars   28-Jan-10 10:20 am
 
4.  Re: This mgmt is beyond description!!! 
Buying legacy corn ethanol plants is sound. Cellulose ethanol is still five years away. VLO will be well positioned to supply gap to themselves and other. ..
Business & Finance > Investments > Stocks (A to Z) > Stocks V  >  Valero Energy Corp. (VLO)
  nortonvillars   27-Jan-10 04:55 pm
 
5.  Re: 1 Gallon of Tradition Fuel = 1.3 Gallon of Ethanol 
When I pay $2.459 in VA for a gallon the money goes to oil companies, the Commonwealth and the IRS (the Feds) and the farmers who grow corn. The fractions are fine with me as...
Business & Finance > Investments > Stocks (A to Z) > Stocks P  >  Pacific Ethanol, Inc. (PEIX)
  nortonvillars   26-Jan-10 12:10 pm
 
6.  Re: Synm will make about $.05 without tax credit 
Jet A1 does not have more value than ULSD. Why the noise about jet fuel? Both are about $2/gal.
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  Syntroleum Corporation (SYNM)
  nortonvillars   26-Jan-10 11:32 am
 
7.  Re: wHEN will ethanol companies value on export opportunity? 
Keep in mind it is linked to gasoline demand with its reduced demand of late. There will never be a strong demand for high levels of ethanol in the US like Brazil since Brazil does not have a...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Aventine Renewable Energy Holdings, Inc
  nortonvillars   26-Jan-10 11:26 am
 
8.  Re: 1 Gallon of Tradition Fuel = 1.3 Gallon of Ethanol 
This debate about net energy goes on and on. It ignores the basic facts that energy to produce ethanol is irrelevant. Corn ethanol is about transfering money from oil company...
Business & Finance > Investments > Stocks (A to Z) > Stocks P  >  Pacific Ethanol, Inc. (PEIX)
  nortonvillars   25-Jan-10 10:51 pm
 
9.  Re: wHEN will ethanol companies value on export opportunity? 
The sugar prices are high and cane is converted to sugar for export to India. When the US gets into gear to export to Brazil, the cane crops will be abundant and...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Aventine Renewable Energy Holdings, Inc
  nortonvillars   25-Jan-10 10:42 pm
 
10.  Re: End of tax subsidy argument.... 
I thought Tyson sent over feedstocks at 23 cents/lb or about $1.70/gal. With processing costs, losses, etc. the product must be lower than rack...
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  Syntroleum Corporation (SYNM)
  nortonvillars   25-Jan-10 11:56 am
 
11.  Re: Chevron to close Richmond 
Gasoline is scooped from massive Saudi oilfields and refined at a massive Reliance refinery in India and exported to the California. Most Califorians know that an don't care.
Business & Finance > Investments > Stocks (A to Z) > Stocks V  >  Valero Energy Corp. (VLO)
  nortonvillars   23-Jan-10 11:07 pm
 
12.  Re: VeraSun Facilities Purchased by Valero 
The question was this: does VLO, as owner of ethanol plants and an EPA "obligated party" blend and claim VEETC? Normally ethanol plant owners sell to distribution companies...
Business & Finance > Investments > Stocks (A to Z) > Stocks V  >  Valero Energy Corp. (VLO)
  nortonvillars   19-Jan-10 12:45 am
 
13.  Biodiesel tariff 
If VLO imports Mission's biodiesel to the US to meet RFS do they have to pay a tariff like with e thanol?
Business & Finance > Investments > Stocks (A to Z) > Stocks V  >  Valero Energy Corp. (VLO)
  nortonvillars   14-Jan-10 07:26 pm
 
14.  Re: Price ethanol - comments on Futures 
One must be careful with the use of the word "profit" in farmer owned coops. Farming is a lifestyle business, not a profit business. The government (state and federal) see to the farmer's needs...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Aventine Renewable Energy Holdings, Inc
  nortonvillars   4-Jan-10 11:21 am
 
15.  Re: Price ethanol - comments on Futures 
Small correction: Indeed, most of the industry is small and fragmented. These coop owned businesses do not as you noted, "buy corn," rather they produce corn as corn...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Aventine Renewable Energy Holdings, Inc
  nortonvillars   3-Jan-10 02:48 pm
 
16.  Re: "FULL YEAR OF PROFITABILITY FOR ETHANOL PRODUCERS?" 
Two part response: one, US refiners can refine and bring into US refined product from PDVSA or Aramco - EU is long mogas. So margins are not that critcal and most are...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Aventine Renewable Energy Holdings, Inc
  nortonvillars   1-Jan-10 11:47 pm
 
17.  Re: WILL CALIFORNIA&&39;S LCFS DOOM PEIX? 
No, you did not overlook anything. As is often said, "tomorrow happens today in Calif." PEIX should look at other feedstocks (sorghum, sugar cane) and get out of maize.
Business & Finance > Investments > Stocks (A to Z) > Stocks P  >  Pacific Ethanol, Inc. (PEIX)
  nortonvillars   1-Jan-10 11:29 pm
 
18.  Re: Unbelieveable- gas 2.35 today 
Maybe VLO should buy a nat gas company like XOM did and get into the upstream. The money is in the upstream - look at the money they make-Aramco lifts crude at less than $4/bbl and refines it...
Business & Finance > Investments > Stocks (A to Z) > Stocks V  >  Valero Energy Corp. (VLO)
  nortonvillars   15-Dec-09 06:43 pm
 
19.  Re: Lets sell it all to the Chinese 
By the time the US railway infrastructure was over built in the late 1900s, 90% of the US was owned by British merchant banks. The US was over 100 years old and the rail...
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  ConocoPhillips (COP)
  nortonvillars   14-Dec-09 10:48 pm
 
20.  Re: I need to get something straightened out 
You need to check the state laws. Some states only permit a few legacy blenders and distributors (all bonded and licensed). IRS wants to have the...
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  Syntroleum Corporation (SYNM)
  nortonvillars   8-Dec-09 01:15 pm
 

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