I just had an article published at Financial Sense . The article is Ethanol Investing: Counterpoint. In the article, I review the potential of ethanol as a fossil fuel replacement, then discuss the differences between the U.S. and Brazil that makes Brazil’s energy independence “miracle” possible, and I conclude by evaluating some risks in ethanol investing.
I am starting to get a few e-mails about the article. Since you can’t comment at Financial Sense, I thought I would open up this thread for anyone who has any feedback. As always, constructive criticism is appreciated. If you have any questions about how some of the numbers are derived, spotted an error that needs to be corrected, or just want vent, this is the place.