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By Robert Rapier on Jul 20, 2012 with no responses

Investment Opportunities in Natural Gas

In this week’s Energy Trends Insider our featured stories were The Navy’s Biofuels Program and the Great Green Fleet, Investment Opportunities in Natural Gas, and the Short Term Oil Price Investment Outlook. As we did last week, we would like to share one of those stories with regular readers of this column. Interested readers can find more information on the newsletter and subscribe at Energy Trends Insider.

The following story is exactly as it appeared in Energy Trends Insider, except the name of a company that was discussed in the newsletter has been omitted since this column is aimed at a more general audience.

Investment Opportunities in Natural Gas

By: Robert Rapier CONTINUE»

By Robert Rapier on Jul 13, 2012 with 15 responses

Poor Corn Crop Will Have Major Impact on Ethanol Market

Our brand new weekly newsletter — Energy Trends Insider — debuted this week. We had stories on the implications of the U.S. corn crop, the state of Cleantech investing, Patriot Coal’s bankruptcy, and the potential of pyrolysis oil.

Interested readers can find more information on the newsletter and subscribe at Energy Trends Insider. To give a flavor for the kind of content, I want to share the story on the situation with the U.S. corn crop and how that can potentially impact upon the domestic ethanol sector. This has been a story that we have been on top of for two weeks; had ETI debuted a week earlier this would have been our lead story which was well before the story received much mainstream attention. In fact, I have not seen any detailed analysis yet on the potential implications of this story — but ethanol futures have moved sharply higher in the past two weeks.

Potential Impacts of Poor Corn Crop on Ethanol Market

By: Robert Rapier

I have long felt that one of the biggest threats to the U.S. ethanol industry is a major drought/crop failure in the heart of corn country. This year we may be experiencing such an event. Recent reports indicate that what had been expected to be a record crop of corn has been downgraded such that only 40% of the corn crop is being classified as in good or excellent condition. This is down 48% versus last week and 69% versus a year ago.

Corn prices are naturally surging in response; current corn prices are 21% higher than they were a year ago. Because so much of the corn crop is devoted to meeting ethanol mandates, there is a potential supply conflict being set up between food producers and ethanol producers.

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