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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: Ilaine who wrote (23319)9/29/2007 9:58:21 AM
From: elmatador  Read Replies (1) | Respond to of 218008
 
Ethanol from Brazil is an strategic reserve for the US
Message 23924390

As you can see the US counts on Brazil to ship ethanol if bad comes to the worse. Only the price will be a bit 'salty' to the consumer then...

We sell ethanol at high price, during the coming crisis, cut the mix to our gasoline (flex engines in Brazil take any % of ethanol) and make a killing...

Besides that, once we put the foot in it will be difficult go back... Perhaps, economically speaking a blockade of the Homruz sStraight is not a bad idea :-)



To: Ilaine who wrote (23319)9/29/2007 10:10:20 AM
From: zamboz  Read Replies (2) | Respond to of 218008
 
Ethanol--I bet many are paying more in food increases than they are saving on gas.



To: Ilaine who wrote (23319)9/29/2007 11:54:58 PM
From: elmatador  Read Replies (1) | Respond to of 218008
 
It would take $3.5 trillion dollars (yes, trillion) in the next decade to keep up with rising demand.

Message 22454703

Basically Brazil just keep planting more sugar cane and building new distilleries.

Then, when next decade arrives:

--India and China would take Middle East oil, plus a good chunk of Africa's

--Russia energy will be pumped to Europe.

--The US is left with Canada, Venezuela and a chunk of Africa

--Then ethanol will become really handy.