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Non-Tech : Farming -- Ignore unavailable to you. Want to Upgrade?

To: Snowshoe who wrote (1378)	6/19/2008 5:41:56 PM
From: patron_anejo_por_favor	Read Replies (1) \| Respond to of 4448

Sure other countries are great markets....but the US is the Big Kahuna when it comes to burning fuel, so it's (potentially) a tremendous bonanza. If you want to rationalize the market to remove all government intervention, why would anyone ship Brazilian ethanol all the way to the USA? 'Cause it's about half the current price of gasoline when made in Brazil. CZZ will naturally sell all they can locally, the market there is established and growing and transport charges are greatly reduced that way. But as the price of oil (and other liquid fuels) continues to rise, it makes sense to scale up and produce more for export. They can do it easily, it doesn't involve destroying rainforests or displacing other agricultural products (like it does here) and would allow us to focus on using OUR agriculture for more attractive value-added production than simply making ethanol from corn. AFA Brazillian Flex-Fuel vehicles go, 80% of their personal autos are Flex-Fuel. Ethanol constitutes 40% of the fuel they use today, motorists typically have a choice (with a flex fuel car, you can burn gas or E85, the engine automatically senses what fuel yer using and adjusts accordingly). The mandates and tariffs go hand in hand. No mandate, no tariff. I suspect when that happens, ethanol production will collapse (and it WILL happen because of the hew and cry over food prices). So we'll get to see if imported ethanol can compete, or if flex fuel vehicles have a future in the U.S. And again, worse case, CZZ will do fine if they don't ever ship a drop here, mainly because their primary markets are robust and growing rapidly.

To: Snowshoe who wrote (1378)	6/19/2008 5:54:49 PM
From: Tommaso	Read Replies (1) \| Respond to of 4448

Because the tariff is imposed by the United States against Brazil. Take it off and ethanol from Brazil is cheap. If it is cheap, more will be bought. If more is bought, it is good for CZZ. A lot of people drive a lot of cars in the U.S. Because the tariff is imposed by the United States against Brazil. Take it off and ethanol from Brazil is cheap. If it is cheap, more will be bought. If more is bought, it is good for CZZ. A lot of people drive a lot of cars in the U.S. Because the tariff is imposed by the United States against Brazil. Take it off and ethanol from Brazil is cheap. If it is cheap, more will be bought. If more is bought, it is good for CZZ. A lot of people drive a lot of cars in the U.S. Because the tariff is imposed by the United States against Brazil. Take it off and ethanol from Brazil is cheap. If it is cheap, more will be bought. If more is bought, it is good for CZZ. A lot of people drive a lot of cars in the U.S. Because the tariff is imposed by the United States against Brazil. Take it off and ethanol from Brazil is cheap. If it is cheap, more will be bought. If more is bought, it is good for CZZ. A lot of people drive a lot of cars in the U.S. Because the tariff is imposed by the United States against Brazil. Take it off and ethanol from Brazil is cheap. If it is cheap, more will be bought. If more is bought, it is good for CZZ. A lot of people drive a lot of cars in the U.S.